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Preparing An Import File For System Settings

Before you can use Tax Provision, you must configure some system switches that determine the behavior of certain functionality. Longview suggests that you use the provided template files; however, you can also create your own .csv files as long as the column headers match those in the included templates. You must include any columns that end in [R], but you can omit other columns as necessary.

Tax Provision includes an Excel import file to help you configure the system during implementation. You can rename the system settings import file, but the new file name must begin with System_Settings.

For more information on the attributes used in Tax Provision, see the Longview Tax Administrator’s Guide.

To prepare an import file for system configuration settings

  1. Open the System_Settings.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.
  2. Complete these fields:
    Field Notes

    Number of Periods per Year

    Specify the number of periods to use per year.

    • 12 - Use this value to set the system to report monthly.
    • 4 - Use this value to set the system to report quarterly.
    • 1 - Use this value to set the system to report annually.

    Note: This setting can be changed only when the system attribute ASCurrentPeriod has a value of 12; that is, when the system is in the year end.

    The Longview default for this setting is 12.

    This field sets the ASTaxNumPeriods attribute.

    National Level Label

    By default, the national level label in the Data Collection and Reports categories of the Longview Tax navigation pane is National. If your company uses a different term for the national level, for example, Federal, use this setting to change the label.

    This label applies to the following locations:

    • the folders in the related categories in the Tax Provision navigation pane
    • the titles in the preconfigured input apps and reports The Longview default for this setting is National.

    This field sets the ASTaxNationalLabel attribute.

    Regional Level Label

    By default, the regional level label in the Data Collection and Reports categories of the Longview Tax navigation pane is Regional. If your company uses a different term for the regional level, for example, State or Provincial, use this setting to change this label.

    This label applies to the following locations:

    • the folders in the related categories in the Tax Provision navigation pane
    • the titles in the preconfigured input apps and reports The Longview default for this setting is Regional.

    This field sets the ASTaxRegionalLabel attribute.

    Use Current/Non-Current Setting

    Specify whether to allow the use of the Current/Non-Current classification in your system.

    • TRUE — Use this value to allow the use of the Current/Non-Current classification.
    • FALSE — Use this value to classify all accounts as Non-Current. If you use this value, the Current/Non-Current setting is not available for selection in the Current and Deferred Tax editor.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxUseCurrentNonCurrent attribute.

    Display Current/Non-rrent Setting

    Specify whether to display the Current/Non-Current column in the relevant preconfigured input apps.

    • TRUE — Use this value to display the Current/NonCurrent column in the relevant preconfigured input apps.
    • FALSE — Use this value to hide the Current/NonCurrent column in the relevant preconfigured input apps.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxDisplayCurrentNonCurrent attribute.

    Use Income/Equity/ OCI Setting

    Specify whether to allow the use of the Income/Equity/OCI classification in your system.

    • TRUE — Use this value to allow the use of the Income/Equity/OCI classification.
    • FALSE — Use this value to classify all accounts as Income. If you use this value, the Income/Equity/OCI setting is not available for selection in the Current and Deferred Tax editor, the Net Income Before Tax editor, or the Book-Tax Differences editor.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxUseIncomeEquity attribute.

    Display Income/Equity/OCI

    Specify whether to display the Income/Equity/OCI column in the relevant preconfigured input apps.

    • TRUE — Use this value to display the Income/Equity/OCI column in the relevant preconfigured input apps.
    • FALSE — Use this value to hide the Income/Equity/OCI column in the relevant preconfigured inputapps.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxDisplayIncomeEquityOCI attribute.

    Use Rate Change Treatment Setting

    This setting applies only to ASC systems. Specify whether to allow rate change to be treated differently for income, equity, and OCI accounts.

    • TRUE — Use this value to turn rate change treatment on.
    • FALSE — Use this value to turn rate change treatment off. If you use this value, the Rate Change Treatment setting is not available for selection in the Current and Deferred Tax editor.

    The Longview default value for this setting is FALSE.

    This field sets the ASTaxUseRateChange attribute.

    Use Short-Term Classification

    This setting applies only to IAS systems. Specify whether to use short-term classification of tax assets in your system.

    • TRUE — Use this value to turn short-term classification of tax assets on.
    • FALSE — Use this value to turn short-term classification of tax assets off.

    The Longview default value for this attribute is TRUE.

    This field sets the ASTaxUseSTClassification attribute.

    Temporary Difference Classification Default

    This setting applies only to IAS systems. Specify the default temporary difference classification calculation.

    • LT — Use this value to define the default classification method for temporary differences as long-term recognised.
    • ST — Use this value to define the default classification method for temporary differences as short-term recognised. You can use this option only if you set Use Short-Term Classification to TRUE.
    • NR — Use this value to define the default classification method for temporary differences as not recognised.

    The Longview default value for this attribute is LT.

    This field sets the ASTaxTDClassDefault attribute.

    Deferred Tax Recognised Method

    This setting applies only to IAS systems. Specify the method used to recognise deferred tax details.

    • Proportional — Use this value to recognise all deferred tax details proportionately, based on a calculated rate.
    • LIFO — Use this value to define the last deferred tax details as the first to be considered recognisable.
    • FIFO — Use this value to define the first deferred tax details as the first to be considered recognisable.

    The Longview default value for this attribute is Proportional.

    This field sets the ASTaxDTRMethod attribute.

    Use Deferred Tax Not Recognised

    This setting applies only to IAS systems.

    Specify the behavior of deferred tax not recognised.

    • TRUE — Use this value to calculate the deferred tax not recognised percentage.
    • FALSE — Use this value to set the recognised percentage to 100% for all accounts.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxUseDTNR attribute.

    Use Deferred Tax Netting

    Specify whether to allow netting of deferred tax assets and liabilities in the Entities editor.

    • TRUE — Use this value to enable netting of deferred tax assets and liabilities.
    • FALSE — Use this value to disable netting of deferred tax assets and liabilities.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxUseNetting attribute.

    Use Entity Calculation Level Setting

    Specify whether to allow parent-level calculation of deferred tax classification and netting and valuation allowance allocation and enable the Calculation Level setting in the Entities editor.

    • TRUE — Use this value to enable parent-level calculation of deferred tax classification and netting, and valuation allowance allocation.
    • FALSE — Use this value to disable parent-level calculation of deferred tax classification and netting, and valuation allowance allocation.

    The Longview default for this setting is FALSE.

    This field sets the ASTaxUseEntityCalcLevel attribute.

    Use Loss Carryforward Automation

    Specify whether to allow the automation of loss carryforward.

    • TRUE — Use this value to allow the automation of loss carryforward.
    • FALSE — Use this value to manually input the loss carryforward.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxUseLossCfwdAutomation attribute.

    Use Loss and Credit Expiration Schedule

    Specify whether to use the Losses and Credits Expiration balancing calculation for the supplementary schedule.

    • TRUE — Use this value to turn on the Losses and Credits balancing calculation.
    • FALSE — Use this value to turn off the Losses and Credits balancing calculation.

    The Longview default for this attribute is TRUE.

    This field sets the ASTaxUseLossCreditExpire attribute.

    Use Loss and Credit Utilization Schedule

    This field applies only to IAS systems. Specify whether to use the Losses and Credits Utilization balancing calculation for the supplementary schedule.

    • TRUE — Use this value to turn on the Losses and Credits Utilization balancing calculation for the supplementary schedule.
    • FALSE — Use this value to turn off the Losses and Credits Utilization balancing calculation for the supplementary schedule.

    The Longview default for this attribute is FALSE.

    This field sets the ASTaxUseLossCreditUtilization attribute.

    Use Comments

    Specify whether to allow the use of comments in the preconfigured input apps.

    • TRUE — Use this value to allow the use of comments in the preconfigured input apps.
    • FALSE — Use this value to disable the use of comments in the preconfigured input apps.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxUseComments attribute.

    Use File Attachments

    This setting applies only if File Attachments are enabled in the server configuration.

    Specify whether to allow the use of file attachments in the preconfigured input apps.

    • TRUE — Use this value to allow the use of file attachments in the preconfigured input apps.
    • FALSE — Use this value to disable the use of file attachments in the preconfigured input apps.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxUseFileAttachments attribute.

    Current Tax Automation – Allow Automation of Current Tax

    Specify whether to allow the automation of current tax for book-tax differences.

    • TRUE — Use this value to allow the automation of current tax for book-tax differences.
    • FALSE — Use this value to set current tax to manual for book-tax differences.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxAutomateCurrentTax attribute.

    Current Tax Automation – Display Automation Settings

    Specify whether automation settings are visible in the Book-Tax Differences editor. This setting applies only if Current Tax Automation - Allow Automation of Current Tax is FALSE. If it is TRUE, settings are always visible.

    The Longview default for this setting is FALSE.

    This field sets the ASTaxAutomateCurrentTaxVisible attribute.

    Current Tax Automation – Custom Actuals Calculation Methods

    If you have created any custom process types, you can use this setting to provide them to your users in the Book-Tax Differences editor. Type the name for your custom process. Separate process types with a pipe ( | ).

    For more information, see “Creating a custom calculation method”.

    This field sets the ASTaxPTACustomMethods attribute.

    Current Tax Automation – Valid Source Accounts

    Specify the list of source account symbols to make available for selection in the Book-Tax Differences editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is TRIALBAL.

    This field sets the ASTaxPTAValidAccounts attribute.

    Current Tax Automation – Valid Source Details Symbols

    Specify the list of source details symbols to make available for selection in the Book-Tax Differences editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is DetailsT.

    This field sets the ASTaxPTAValidDetails attribute.

    Current Tax Automation – Target Detail Symbol

    Specify the target symbol in the Details dimension. Use this setting to transfer multiple source details to one target detail symbol for current tax and NIBT automation. This symbol must be a leaf symbol.

    If you do not specify a symbol:

    • Details are transferred from and to the same symbols, and source details are not available for selection in the Book-Tax Differences editor and the Net Income Before Tax editor.
    • You must update the PTA_Details and NIBT_Details hierarchies to assign all source leaf symbols in the Details dimension for the automation of current tax and NIBT amounts.

    The default for this setting is SummDet.

    This field sets the ASTaxPTATargetDetail attribute.

    Current Tax Automation – Valid Source Segments Symbols

    Specify the list of source segments symbols to make available for selection in the Book-Tax Differences editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is SegmentsT.

    This field sets the ASTaxPTAValidSegments attribute.

    Current Tax Automation – Target Segment Symbol

    Specify the target leaf symbol in the Segments dimension. Use this setting to transfer multiple source segments to one target segment symbol for current tax and NIBT automation. This symbol must be a leaf symbol.

    If you do not specify a symbol:

    • Segments are transferred from and to the same symbols, and source segments are not available for selection in the Book-Tax Differences editor and the Net Income Before Tax editor.
    • You must update the PTA_Segments and NIBT_Segments hierarchies to assign all source leaf symbols in the Segments dimension for the automation of current tax and NIBT amounts.

    The Longview default for this setting is SummSeg.

    This field sets the ASTaxPTATargetSegment attribute.

    Current Tax Automation – Valid Source Reporting Methods

    Specify the list of source element symbols to make available for selection in the Book-Tax Differences editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is:

    SUMMELE|IFRS_GAAP_Total| Statutory_Total|Tax_Base_Total| IFRS_GAAP_STAT|STAT_TAX|IFRS_GAAP_TAX

    This field sets the ASTaxPTAValidElements attribute.

    Deferred Tax Automation - Automation Method

    Deferred tax automation is the automation of the gross temporary difference ending balance based on a comparison of the ending book value and tax basis. You can define this process at the account level globally, or use overrides at the legal entity level, using the Current and Deferred Tax editor. This information can be automated and presented in two different ways depending on your preference (Balance Sheet Method or Temporary Difference Method).

    Specify the Deferred Tax automation method to use for your system.

    • Balance Sheet — Select this method to allow the automation of the gross temporary difference ending balance based on the ending accounting basis and tax basis. The results of this automation display in the Temporary Difference National Actual - Balance Sheet Method (NA0311) report.
    • Temporary Difference — Select this method to allow the automation of the gross temporary difference ending balance based on the ending accounting basis and tax basis. The results of this automation display in the Deferred Tax Proof National Actual (NA0300) report or Deferred Tax Proof Regional Actual (RA0300) report.
    • No Automation — Specifies that no automation is used. You must make manual adjustments to deferred tax amounts.

    The Longview default for this setting is No Automation.

    This field sets the ASTaxAutomateTempEOY attribute.

    Deferred Tax Automation – Display Automation Settings

    This setting applies only if Deferred Tax Automation - Automation Method is No Automation. If it is Balance Sheet or Temporary Difference, settings always display.

    Specify whether to display automation settings in the Current and Deferred Tax editor.

    • Display Balance Sheet Method Settings — Displays balance sheet method settings in the Current and Deferred Tax editor.
    • Display Temporary Difference Method Settings - Displays Temporary Difference Method settings in the Current and Deferred Tax editor.
    • Hide Settings — Hides automation settings in the Current and Deferred Tax editor.

    The Longview default for this setting is Hide Settings.

    This field sets the ASTaxAutomateTempEOYVisible attribute.

    Deferred Tax

    Automation - Valid

    Source Accounts

    Specify the list of source account symbols to make available for selection in the Current and Deferred Tax editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is TRIALBAL.

    This field sets the ASTaxDTAValidAccounts attribute.

    Deferred Tax Automation – Valid Source Details Symbols

    Specify the list of source details symbols to make available for selection in the Current and Deferred Tax editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is DetailsT.

    This field sets the ASTaxDTAValidDetails attribute.

    Deferred Tax Automation – Target Detail Symbol

    Specify the target leaf symbol in the Details dimension. Use this setting to transfer multiple source details to one target detail symbol. This symbol must be a leaf.

    If you do not specify a symbol:

    • Details are transferred from and to the same symbols, and source details are not available for selection in the Current and Deferred Tax editor.
    • You must update the DTA_Details hierarchy to assign all source leaf symbols in the details dimension for the automation of deferred tax.

    The Longview default for this setting is SummDet.

    This field sets the ASTaxDTATargetDetail attribute.

    Deferred Tax Automation - Valid Source Segments Symbols

    Specify the list of source segment symbols to make available for selection in the Current and Deferred Tax editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is SegmentsT.

    This field sets the ASTaxDTAValidSegments attribute.

    Deferred Tax Automation - Target Segment Symbol

    Specify the target leaf symbol in the Segments dimension. Use this setting to transfer multiple source segments to one target segment symbol. This symbol must be a leaf.

    If you do not specify a symbol:

    • Segments are transferred from and to the same symbols, and source segments are not available for selection in the Current and Deferred Tax editor.
    • You must update the DTA_Segments hierarchy to assign all source leaf symbols in the Segments dimension for the automation of deferred tax.

    The Longview default for this setting is SummSeg.

    This field sets the ASTaxDTATargetSegment attribute.

    Deferred Tax Automation - Valid Source Reporting Methods

    Specify the list of source element symbols to make available for selection in the Current and Deferred Tax editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is:

    SUMMELE|IFRS_GAAP_Total| Statutory_Total|Tax_Base_Total| IFRS_GAAP_STAT|STAT_TAX|IFRS_GAAP_TAX

    This field sets the ASTaxDTAValidElements attribute.

    NIBT Automation - Custom Actuals Calculation Methods

    If you have created a custom process type, you can type the name of the process to provide it to your users. Separate symbols with a pipe ( | ).

    This field sets the ASTaxNIBTCustomMethods attribute.

    NIBT Automation - Valid Source Accounts

    Specify the list of source account symbols that the user can specify in the Net Income Before Tax editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is TRIALBAL.

    This field sets the ASTaxNIBTValidAccounts attribute.

    NIBT Automation - Valid Source Details Symbols

    Specify the list of source details symbols that the user can specify in the Net Income Before Tax editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is DetailsT.

    This field sets the ASTaxNIBTValidDetails attribute.

    NIBT Automation - Valid Source Segments Symbols

    Specify the list of source segments symbols that the user can specify in the Net Income Before Tax editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is SegmentsT.

    This field sets the ASTaxNIBTValidSegments attribute.

    NIBT Automation - Valid Source Reporting Methods

    Specify the list of source account symbols to make available for selection in the Tax Account Rollforward editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is:

    NatTPDet_IAS|NatDefTax_ASC| NatDefTax_IAS|NatCurrentDet_ASC| NatCurrentDet_IAS|NatCurrentDetTotal_IAS| DefTax_ASC|DefTaxExclVA_ASC| DefTax_IAS| PYATEMPDIF|TRIALBAL|RegCurrentDet_ASC| RegCurrentDet_IAS|RegDefTax_ASC|RegDefTax_IAS|

    RegTPDet_ASC|RegDefTaxExclVA_ASC| NatIPT_ASC|RegIPT_ASC|RegCurrentDetTotal_IAS| IFRSEQADJ|RegTxtDTNRR

    This field sets the ASTaxTARFValidAccounts attribute.

    TARF Transfer - Valid Source Accounts

    Specify the list of source account symbols to make available for selection in the Tax Account Rollforward editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is:

    NatTPDet_IAS|NatDefTax_ASC|NatDefTax_IAS|

    NatCurrentDet_ASC|NatCurrentDet_IAS|

    NatCurrentDetTotal_IAS|DefTax_ASC|

    DefTaxExclVA_ASC|DefTax_IAS|PYATEMPDIF|

    TRIALBAL|RegCurrentDet_ASC|RegCurrentDet_IAS|

    RegDefTax_ASC|RegDefTax_IAS|RegTPDet_ASC|

    RegDefTaxExclVA_ASC|NatIPT_ASC|RegIPT_ASC|

    RegCurrentDetTotal_IAS|IFRSEQADJ|RegTxtDTNRR

    This field sets the ASTaxTARFValidAccounts attribute.

    TARF Transfer - Valid Source Elements

    Specify the list of source element symbols to make available for selection in the Tax Account Rollforward editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is:

    GrsDiff_ASC|GrsDiff_IAS|GrsDiffIP_ASC|

    GrsDiffIP_IAS|NetNDIFF_ASC|NetNDiff_IAS|

    NetRDiff_ASC|NetRDiff_IAS|

    NetNDiffIP_ASC|NetNDiffIP_IAS|

    NetRDiffIP_ASC|NetRDiffIP_IAS|

    NetNDETAILS_IAS|TaxDiff_IAS|

    IFRS_GAAP_Total|Statutory_Total|

    Tax_Base_Total|IFRS_GAAP_TAX|

    SUMMELE|NetNClassIP_ASC|

    NetRClassIP_ASC|NetNTaxEffectS_IAS|

    NetRTaxEffectS_IAS

    This field sets the ASTaxTARFValidElements attribute.

    Interim Automation - Forecast Element

    Specify the element to which all manual adjustments for your forecast will be submitted as an annual total.

    This field sets the ASTaxIPForecastElement attribute.

    Interim Automation - Custom Interim Calculation Methods

    Optionally, if you have created any custom processes, you can use this setting to provide them to your users in the Book-Tax Differences and Net Income Before Tax editor for Interim Calculation Method. Type the name for your custom process. Separate processes with a pipe ( | ).

    For more information, see “Creating a custom calculation method” in the Tax Provision Implementer’s Guide.

    This field sets the ASTaxIPCustomMethods attribute.

    Entity Level for Interim ETR

    Specify the global interim ETR entity level.

    • Legal Entity — Use this value to calculate the interim ETR at the legal entity level.
    • Sub-Consolidated — Use this value to calculate the interim ETR at a sub-consolidated entity level. If you use this value, you must specify a sub-consolidation parent for the Consolidation/Sub-Consolidation Hierarchy for Interim ETR. If you select this option, you do not have the option to specify the Entity Level for Interim ETR in the Entities editor; however, you can select a symbol for the sub-consolidation parent.
    • Consolidated — Use this value to calculate the interim ETR at a consolidated entity level. If you use this value, you must specify a consolidation root for the Consolidation/Sub-Consolidation Hierarchy for Interim ETR. If you select this option, you do not have the option to specify the Entity Level for Interim ETR or the Sub-Consolidation Entity for Interim ETR in the Entities editor, since it is automatically set to the root symbol of the hierarchy you select in the next field.
    • Defined by Entity — Use this value to allow the Entity Level for Interim ETR to be set at the legal entity level. If any of the entities in a hierarchy will be calculated using different methods, you must use this setting. If you use this value, you must specify the consolidation parent for the Consolidation/Sub-Consolidation Hierarchy for Interim ETR. If you select this option, you have the option to specify both the Entity Level for Interim ETR and the Sub-Consolidation Entity for Interim ETR in the Entities editor.

    The default for this setting is Legal Entity.

    Consolidation/Sub-Consolidation Hierarchy for Interim ETR

    If you specified Sub-Consolidated, Consolidated, or Defined by Entity as the Entity Level for Interim ETR, you must specify the consolidation/sub-consolidation parent symbol to use for the interim ETR calculation. This setting determines the hierarchy that displays (and therefore the symbols available for selection) in the Sub-Consolidation Entity for Interim ETR field in the Entities editor.

    Valid values are TENTITIES, Jurisdictions, or alternate hierarchies created under the roots EntitiesHier1, EntitiesHier2, EntitiesHier3, EntitiesHier4, EntitiesHier5.

    If the Entity Level for Interim ETR is Legal Entity, this setting does not apply.

    Time Period Default Setting for Calculation of Regional Provision

    Specify whether the Calculate Regional Provision setting is set to TRUE or FALSE by default for a time period. If you want to change the setting for each time period, you must do so in Longview Application Administrator.

    The Longview default for this attribute is TRUE.

    This field sets the AZTaxCalcRegionalProvisionTP attribute.

    Account Default Setting for Deferred Tax Current/Non-Current

    Specify whether the default setting for the account is Current or Non-Current in the Current and Deferred Tax editor. If you set Use Current/Non-Current Setting to FALSE, you must set the value for this setting to Non-Current.

    The Longview default for this setting is Current.

    This field sets the ASTaxCurNonCurDefault attribute.

    Account Default Setting for Deferred Tax Income/Equity/OCI

    Specify whether the default setting for the account is Income, Equity, or OCI in the Current and Deferred Tax editor, the Net Income Before Tax editor, or the Book-Tax Differences editor. If you set Use Income/Equity/OCI Setting to FALSE, you must set the value for this setting to Income.

    The Longview default for this setting is Income.

    This field sets the ASTaxIncEqDefault attribute.

    Account Default Setting for Deferred Tax Rate Change Treatment

    Specify whether the default setting for rate change treatment is Income, Equity, or OCI in the Current and Deferred Tax editor. If you set Use Rate Change Treatment Setting to FALSE, you must set the value for this setting to Income.

    The Longview default for this setting is Income.

    This field sets the ASTaxRateChangeDefault attribute.

    Account Default Setting for Deferred Tax Value Entered as Gross

    Specify whether the default setting for the account is to accept deferred tax account values as gross amounts in the Current and Deferred Tax editor.

    • TRUE — Use this value to use gross amounts and to calculate tax-affected amounts by default.
    • FALSE — Use this value to enter tax-affected amounts by default.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxValGrossDefault attribute.

    Account Default Setting for Deferred Tax National Benefit of Region Calculation

    Specify the default setting for the Include in NBR setting in the Current and Deferred Tax editor.

    • TRUE — Use this value to include accounts in the NBR calculation by default.
    • FALSE — Use this value to exclude accounts from the NBR calculation by default.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxIncludeNBRDefault attribute.

    Account Default Setting for Deferred Tax Asset Sign

    Specify the default sign for deferred tax assets in the Current and Deferred Tax editor. This sign is used when classifying an account as an asset or liability.

    • + classifies a positive amount as an asset and a negative amount as a liability.
    • - classifies a positive amount as a liability and a negative amount as an asset.

    The Longview default for this setting is +.

    This field sets the ASTaxAssetSignDefault attribute.

    Account Default Setting for Automation of Temporary Differences Ending Balances

    This setting applies only if Deferred Tax Automation - Automation Method is Temporary Difference.

    Specify the default setting for Automate Temporary Differences Ending Balance in the Current and Deferred Tax editor using one of the following values:

    • TRUE — Selects the Automation of Temporary Differences Ending Balance setting by default.
    • FALSE — Clears the Automation of Temporary Differences Ending Balance setting by default.

    This field sets the ASTaxAutomateTempEOYAcctDefault attribute.

    Entity Default Setting for Calculate Regional Provision

    Specify whether Calculate Regional Provision is selected by default in the Entities editor.

    • TRUE — Calculate Regional Provision is selected by default in the Entities editor.
    • FALSE — Calculate Regional Provision is cleared by default in the Entities editor.

    The Longview default for this setting is FALSE.

    This field sets the default value for the AZTaxCalcRegionalProvisionEnt attribute.

    Entity Default Setting for Calculate National Benefit of Region

    This setting applies only if Entity Default Setting for Calculation of Regional Provision is set to TRUE.

    Specify whether Calculate National Benefit of Region is selected by default in the Entities editor.

    • TRUE — Calculate National Benefit of Region is selected by default.
    • FALSE — Calculate National Benefit of Region is cleared by default.

    If Entity Default Setting for Calculate Regional Provision is FALSE, this parameter should also be set to FALSE. The Longview default for this setting is FALSE.

    This field sets the default value for the AZTaxCalculateNBR attribute.

    Entity Default Setting for Use Deferred Tax Scheduling

    Specify whether Use Deferred Tax Scheduling is selected by default in the Entities editor.

    • Scheduling — Use Deferred Tax Scheduling is selected by default.
    • Regular — Use Deferred Tax Scheduling setting is cleared by default.

    The Longview default for this setting is Regular.

    This field sets the ASTaxDTSchedulingDefault attribute.

    Entity Default Setting for Calculate Netting Adjustment

    Specify whether Calculate Netting Adjustment is selected by default in the Entities editor.

    • TRUE — Calculate Netting Adjustment is selected by default.
    • FALSE — Calculate Netting Adjustment is cleared by default.

    If the value for Use Deferred Tax Netting is FALSE, this parameter must also be set to FALSE. The Longview default for this setting is FALSE.

    This field sets the default value for the AZTaxCalculateNetting attribute.

    Entity Default Setting for Automate Deferred Tax Amounts

    Specify whether Automate Deferred Tax Amounts is selected by default in the Entities editor.

    • TRUE — Automate Deferred Tax Amounts is selected by default.
    • FALSE — Automate Deferred Tax Amounts is cleared by default.

    The Longview default for this setting is TRUE.

    This field sets the default value for the AZTaxAutomateTempEOY attribute.

    Entity Default Setting for Automate Current Tax Amounts

    Specify whether Automate Current Tax Amounts is selected by default in the Entities editor.

    • TRUE — Automate Current Tax Amounts is selected by default.
    • FALSE — Automate Current Tax Amounts is cleared by default.

    The Longview default for this setting is TRUE.

    This field sets the default value for the AZTaxAutomateCurrentTax attribute.

    Entity Default Setting for Automate Loss Carryforward Adjustment

    Specify whether Automate Loss Carryforward Adjustment is selected by default in the Entities editor.

    • TRUE — Automate Loss Carryforward Adjustment is selected by default.
    • FALSE — Automate Loss Carryforward Adjustment is cleared by default.

    If the value for Use Loss Carryforward Automation is FALSE, this parameter must also be set to FALSE. The Longview default for this setting is TRUE.

    This field sets the default value for the AZTaxLossCfwdAuto attribute.

    Entity Default Setting for TARF Actual Timeframe

    Specify the default timeframe symbol for the Entities editor. You can specify any child in the TARFTypes hierarchy in the Details dimension.

    The Longview default for this setting is TFActual.

    This field sets the default value for the AZTaxTARFActualTimeframe attribute.

    Entity Default Setting for Calculate Interim

    Specify whether Calculate Interim is selected by default in the Entities editor.

    • TRUE — Calculate Interim is selected by default.
    • FALSE — Calculate Interim is cleared by default.

    The default value for this setting also applies to time period symbols.

    The Longview default for this setting is FALSE.

    This field sets the default value for the AZTaxCalculateInterim attribute.

    Entity Default Setting for Entity Level for Interim ETR

    This setting is applied only if the Entity Level for Interim ETR is set to Defined by Entity.

    Specify the default Entity Level for Interim ETR setting for the Entities editor.

    • Legal Entity
    • Sub-Consolidated

    For information on these settings, see “Entity Level for Interim ETR”.

    The Longview default for this setting is Legal Entity.

    Tax Jurisdiction Hierarchy

    Specify the root symbol for the jurisdiction hierarchy.

    The Longview default for this setting is the Jurisdictions hierarchy.

    This field sets the ASTaxJurisdictionHierarchy attribute.

    Partnership Income Account

    Specify the symbol that stores the result of the partnership income calculation. Valid values for this setting are leaf symbols in the NIBTAdj hierarchy.

    The Longview default for this setting is NIBTAdj01.

    This field sets the ASTaxPartnershipIncome attribute.

    NIBT Account Parent Symbol

    Specify the parent symbol to use for net income before tax accounts. Valid values for this setting are parent symbols in the NIBT_LS hierarchy, excluding GPerm, GTemp, and NIBT_LS itself.

    The Longview default for this setting is NIBTAdj.

    This field sets the ASTaxNIBRt attribute.

    Hide Accounts Symbols

    Specify the Accounts symbols that you want to hide when displaying preconfigured input apps. Separate multiple symbols with a pipe ( | ).

    List symbols at the level at which they should be hidden. For example, the TempT parent includes both GTemp and StTemp; however, GTemp is found under NIBT_LS as well. If you hide these symbols at the TempT level, GTemp will not be hidden under NIBT_LS.

    This field sets the ASTaxHideAccounts attribute.

    Hide Elements Symbols

    Specify the Elements symbols that you want to hide when displaying preconfigured input apps. Separate multiple symbols with a pipe ( | ).

    List symbols at the level at which they should be hidden.

    This field sets the ASTaxHideElements attribute.

    Details Provision Parent Symbol

    Specify the provision parent symbol in the Details dimension to restrict the Details drop-down list to in the Default Symbols dialog, which opens from the Longview Tax toolbar, and the Symbol Selection dialog in input apps and reports. If you do not specify a provision parent, the system uses DetailsT.

    This field sets the ASTaxUIProvisionDetail attribute.

    Segments Provision Parent Symbol

    Specify the provision parent symbol in the Segments dimension to restrict the Segments drop-down list to in the Default Symbols dialog, which opens from the Longview Tax toolbar, and the Symbol Selection dialog in input apps and reports. If you do not specify a provision parent, the system uses SegmentsT.

    This field sets the ASTaxUIProvisionSegment attribute.

    Entities that Load Chart of Accounts Data

    Specify the list of root symbols in the Entities dimension to load Chart of Accounts data to. Separate symbols with a pipe ( | ).

    The Longview default for this setting is TENTITIES|PShip.

    This field sets the ASTaxEntitiesCOALoad attribute.

    Details Chart of Accounts Parent Symbol

    Specify the chart of accounts parent symbol in the Details dimension to restrict the Details drop-down list to in the Symbol Selection dialog in input apps and reports. You can specify any leaf or parent symbol the Details dimension.

    The Longview default for this setting is DetailsT.

    This field sets the ASTaxCOADetail attribute.

    Segments Chart of Accounts Parent Symbol

    Specify the chart of accounts parent symbol in the Segments dimension to restrict the Segments drop-down list to in the Symbol Selection dialog in input apps and reports. You can specify any leaf or parent symbol in the Segments dimension.

    The Longview default for this setting is SegmentsT.

    This field sets the ASTaxCOASegment attribute.

    Tax Calculation Rounding Factor

    Specify the rounding factor for integers for your Tax Provision system. You can round 0 to 9 decimals.

    The Longview default for this setting is 0.

    This field sets the ASTaxROUND attribute.

    Tax Percentage Rounding Factor

    Specify the rounding factor for percentages for your Tax Provision system. You can round 0 to 9 decimals.

    The Longview default for this setting is 4.

    This field sets the ASTaxRDPct attribute.

    File Path for Longview Add-In Links

    Specify the file path for system Longview Add-In files. Files in this location display in the Reports category of the navigation pane under Longview Add-In Links - System.

    This field sets the ASTaxLVforExcelFilePath attribute.

    User Default File Path for Longview Add-In Links

    Specify the file path for custom user Longview Add-In files. Files in this location display in the Reports category of the navigation pane under Longview Add-In Links - Custom.

    The Longview default for this setting is C:\ProgramData\Longview Solutions\LongviewTax\data\Longview for Excel.

    This field sets default value for the AUTaxLVforExcelFilePath attribute.

    Default Browse Folder Path

    Specify the default file path that should appear in any Tax Provision file browser.

    The Longview default for this setting is C:\Users\CurrentUser\Desktop.

    This field sets the ASTaxBrowseFolderPath attribute.

    Use Multi-Regional Provision

    This column applies only if you have installed Multi-Regional Provision.

    Specify whether to activate Multi-Regional Provision in your system.

    • TRUE — Use this value to activate Multi-Regional Provision.
    • FALSE — Use this value to disable Multi-Regional Provision. If you use this value, functionality related to Multi-Regional Provision is hidden.

    The Longview default for this option is TRUE.

    This field sets the AZTaxUseMSP attribute.

    Use Blended Deferred

    This setting applies only when Use Multi-Regional Provision is TRUE.

    Specify whether to calculate the regional deferred provision based on a blended tax rate and the current provision on a region-by-region basis.

    • TRUE — Use this value to calculate the regional deferred provision based on a blended tax rate and the current provision on a region-by-region basis.
    • FALSE — Use this value to calculate the deferred provision on a region-by-region basis.

    The Longview default for this option is TRUE.

    This field sets the ASTaxMSPUseBlendedDeferred attribute.

    Use Apportionment Factors

    This setting applies only when Use Multi-Regional Provision is TRUE.

    Specify whether to use apportionment factors.

    • TRUE — Use this value to use apportionment factors. Apportionment factors will be based on the input methods in the subsequent fields.
    • FALSE — Use this value to set apportionment factors to 100%.

    The Longview default for this option is TRUE.

    This field sets the ASTaxMSPUseAppFactor attribute

    Apportionment Factor Input Method - Separate Filing

    This setting applies only when Use Multi-Regional Provision and Use Apportionment Factors are TRUE.

    Specify the apportionment factor input method for beginning of year separate filing using one of the following options:

    • Full Input — Use this value if you want to input all apportionment data and have the system calculate a weighted average apportionment factor.
    • Override Factors — Use this value if you want to input each apportionment factor, as well as the applicable weighting related to each of the factors, and have the system calculate the weighted average apportionment factor.
    • Override Totals — Use this value if you want to input the weighted average apportionment factor manually.

    The Longview default for this setting is Full Input.

    This field sets the ASTaxMSPAppFactorMethod attribute.

    Apportionment Factor Input Method - Group Filing

    This setting applies only when Use Multi-Regional Provision and Use Apportionment Factors are TRUE.

    Specify the apportionment factor input method for group filing using one of the following options:

    • Full Input — Use this value if you want to input all apportionment data and have the system calculate a weighted average apportionment factor.
    • Override Factors — Use this value if you want to input each apportionment factor, as well as the applicable weighting related to each of the factors, and have the system calculate the weighted average apportionment factor.
    • Override Totals — Use this value if you want to input the weighted average apportionment factor manually.

    The Longview default for this setting is Override Totals.

    This field sets the ASTaxMSPAppFactorMethodGroup attribute.

    Apportionment Factor Input Method - BOY Separate Filing

    This setting applies only when Use Apportionment Factors is selected.

    Specify the apportionment factor input method for beginning of year separate filing using one of the following options:

    • Override Factors — Use this value if you want to input each apportionment factor, as well as the applicable weighting related to each of the factors, and have the system calculate the weighted average apportionment factor.
    • Override Totals — Use this value if you want to input the weighted average apportionment factor manually.

    The Longview default for this setting is Override Totals.This field sets the ASTaxMSPAppFactorMethodBOY attribute.

    Apportionment Factor Input Method - BOY Group Filing

    This setting applies only when Use Multi-Regional Provision and Use Apportionment Factors are TRUE.

    This setting applies only when Use Apportionment Factors is selected.

    Specify the apportionment factor input method for beginning of year group filing using one of the following options:

    • Override Factors — Use this value if you want to input each apportionment factor, as well as the applicable weighting related to each of the factors, and have the system calculate the weighted average apportionment factor.
    • Override Totals — Use this value if you want to input the weighted average apportionment factor manually.

    The Longview default for this setting is Override Totals.

    This field sets the ASTaxMSPAppFactorMethodGroupBOY attribute.

    Regional Rates Input Level

    This setting applies only when Use Multi-Regional Provision is TRUE.

    Specify the input level for regional rates using one of the following values:

    • Region — Use this value if you want to enter tax rates by region and apply these rates to all entities.
    • Region and Entity — Use this value if you want to enter tax rates for the region/entity combination. Use this value when certain entities are subject to different tax rates within the same region.

    The Longview default for this setting is Region.

    This field sets the ASTaxMSPRegRatesInputLevel attribute.

    The Longview default for this option is Region.

    TARF Transfer - Valid Source Details

    This setting applies only when Use Multi-Regional Provision is TRUE.

    Type the list of source details symbols to make available for selection in the Tax Account Rollforward editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is:

    DETAILST|MSP_Regions|MSP_TotalRegions

    This field sets the ASTaxTARFValidDetails attribute.

    Multi-Regional Deferred Tax Method

    This setting applies only when Use Multi-Regional Provision is TRUE.

    Specify the default for the Multi-Regional Deferred Tax Method setting in the Current and Deferred Tax editor using one of the following options:

    • Tax Rate — Sets the default to Tax Rate.
    • Apportionment Factors — Sets the default to Apportionment Factors.
    • Both — Sets the default to Both.

    The Longview default for this setting is Both.

    This field sets the ASTaxMSPUseAppFctrDefault attribute.
  3. When you are finished, save the template as a comma-delimited (.csv) file.

    Note: You can rename the file, but the file prefix must remain the same.

  4. If you are ready to import the data, continue to “Importing and exporting”
Published:

Preparing An Import File For System Settings

Before you can use Tax Provision, you must configure some system switches that determine the behavior of certain functionality. Longview suggests that you use the provided template files; however, you can also create your own .csv files as long as the column headers match those in the included templates. You must include any columns that end in [R], but you can omit other columns as necessary.

Tax Provision includes an Excel import file to help you configure the system during implementation. You can rename the system settings import file, but the new file name must begin with System_Settings.

For more information on the attributes used in Tax Provision, see the Longview Tax Administrator’s Guide.

To prepare an import file for system configuration settings

  1. Open the System_Settings.csv file in Microsoft Excel. For information on obtaining template files, see “Obtaining import template files”.
  2. Complete these fields:
    Field Notes

    Number of Periods per Year

    Specify the number of periods to use per year.

    • 12 - Use this value to set the system to report monthly.
    • 4 - Use this value to set the system to report quarterly.
    • 1 - Use this value to set the system to report annually.

    Note: This setting can be changed only when the system attribute ASCurrentPeriod has a value of 12; that is, when the system is in the year end.

    The Longview default for this setting is 12.

    This field sets the ASTaxNumPeriods attribute.

    National Level Label

    By default, the national level label in the Data Collection and Reports categories of the Longview Tax navigation pane is National. If your company uses a different term for the national level, for example, Federal, use this setting to change the label.

    This label applies to the following locations:

    • the folders in the related categories in the Tax Provision navigation pane
    • the titles in the preconfigured input apps and reports The Longview default for this setting is National.

    This field sets the ASTaxNationalLabel attribute.

    Regional Level Label

    By default, the regional level label in the Data Collection and Reports categories of the Longview Tax navigation pane is Regional. If your company uses a different term for the regional level, for example, State or Provincial, use this setting to change this label.

    This label applies to the following locations:

    • the folders in the related categories in the Tax Provision navigation pane
    • the titles in the preconfigured input apps and reports The Longview default for this setting is Regional.

    This field sets the ASTaxRegionalLabel attribute.

    Use Current/Non-Current Setting

    Specify whether to allow the use of the Current/Non-Current classification in your system.

    • TRUE — Use this value to allow the use of the Current/Non-Current classification.
    • FALSE — Use this value to classify all accounts as Non-Current. If you use this value, the Current/Non-Current setting is not available for selection in the Current and Deferred Tax editor.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxUseCurrentNonCurrent attribute.

    Display Current/Non-rrent Setting

    Specify whether to display the Current/Non-Current column in the relevant preconfigured input apps.

    • TRUE — Use this value to display the Current/NonCurrent column in the relevant preconfigured input apps.
    • FALSE — Use this value to hide the Current/NonCurrent column in the relevant preconfigured input apps.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxDisplayCurrentNonCurrent attribute.

    Use Income/Equity/ OCI Setting

    Specify whether to allow the use of the Income/Equity/OCI classification in your system.

    • TRUE — Use this value to allow the use of the Income/Equity/OCI classification.
    • FALSE — Use this value to classify all accounts as Income. If you use this value, the Income/Equity/OCI setting is not available for selection in the Current and Deferred Tax editor, the Net Income Before Tax editor, or the Book-Tax Differences editor.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxUseIncomeEquity attribute.

    Display Income/Equity/OCI

    Specify whether to display the Income/Equity/OCI column in the relevant preconfigured input apps.

    • TRUE — Use this value to display the Income/Equity/OCI column in the relevant preconfigured input apps.
    • FALSE — Use this value to hide the Income/Equity/OCI column in the relevant preconfigured inputapps.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxDisplayIncomeEquityOCI attribute.

    Use Rate Change Treatment Setting

    This setting applies only to ASC systems. Specify whether to allow rate change to be treated differently for income, equity, and OCI accounts.

    • TRUE — Use this value to turn rate change treatment on.
    • FALSE — Use this value to turn rate change treatment off. If you use this value, the Rate Change Treatment setting is not available for selection in the Current and Deferred Tax editor.

    The Longview default value for this setting is FALSE.

    This field sets the ASTaxUseRateChange attribute.

    Use Short-Term Classification

    This setting applies only to IAS systems. Specify whether to use short-term classification of tax assets in your system.

    • TRUE — Use this value to turn short-term classification of tax assets on.
    • FALSE — Use this value to turn short-term classification of tax assets off.

    The Longview default value for this attribute is TRUE.

    This field sets the ASTaxUseSTClassification attribute.

    Temporary Difference Classification Default

    This setting applies only to IAS systems. Specify the default temporary difference classification calculation.

    • LT — Use this value to define the default classification method for temporary differences as long-term recognised.
    • ST — Use this value to define the default classification method for temporary differences as short-term recognised. You can use this option only if you set Use Short-Term Classification to TRUE.
    • NR — Use this value to define the default classification method for temporary differences as not recognised.

    The Longview default value for this attribute is LT.

    This field sets the ASTaxTDClassDefault attribute.

    Deferred Tax Recognised Method

    This setting applies only to IAS systems. Specify the method used to recognise deferred tax details.

    • Proportional — Use this value to recognise all deferred tax details proportionately, based on a calculated rate.
    • LIFO — Use this value to define the last deferred tax details as the first to be considered recognisable.
    • FIFO — Use this value to define the first deferred tax details as the first to be considered recognisable.

    The Longview default value for this attribute is Proportional.

    This field sets the ASTaxDTRMethod attribute.

    Use Deferred Tax Not Recognised

    This setting applies only to IAS systems.

    Specify the behavior of deferred tax not recognised.

    • TRUE — Use this value to calculate the deferred tax not recognised percentage.
    • FALSE — Use this value to set the recognised percentage to 100% for all accounts.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxUseDTNR attribute.

    Use Deferred Tax Netting

    Specify whether to allow netting of deferred tax assets and liabilities in the Entities editor.

    • TRUE — Use this value to enable netting of deferred tax assets and liabilities.
    • FALSE — Use this value to disable netting of deferred tax assets and liabilities.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxUseNetting attribute.

    Use Entity Calculation Level Setting

    Specify whether to allow parent-level calculation of deferred tax classification and netting and valuation allowance allocation and enable the Calculation Level setting in the Entities editor.

    • TRUE — Use this value to enable parent-level calculation of deferred tax classification and netting, and valuation allowance allocation.
    • FALSE — Use this value to disable parent-level calculation of deferred tax classification and netting, and valuation allowance allocation.

    The Longview default for this setting is FALSE.

    This field sets the ASTaxUseEntityCalcLevel attribute.

    Use Loss Carryforward Automation

    Specify whether to allow the automation of loss carryforward.

    • TRUE — Use this value to allow the automation of loss carryforward.
    • FALSE — Use this value to manually input the loss carryforward.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxUseLossCfwdAutomation attribute.

    Use Loss and Credit Expiration Schedule

    Specify whether to use the Losses and Credits Expiration balancing calculation for the supplementary schedule.

    • TRUE — Use this value to turn on the Losses and Credits balancing calculation.
    • FALSE — Use this value to turn off the Losses and Credits balancing calculation.

    The Longview default for this attribute is TRUE.

    This field sets the ASTaxUseLossCreditExpire attribute.

    Use Loss and Credit Utilization Schedule

    This field applies only to IAS systems. Specify whether to use the Losses and Credits Utilization balancing calculation for the supplementary schedule.

    • TRUE — Use this value to turn on the Losses and Credits Utilization balancing calculation for the supplementary schedule.
    • FALSE — Use this value to turn off the Losses and Credits Utilization balancing calculation for the supplementary schedule.

    The Longview default for this attribute is FALSE.

    This field sets the ASTaxUseLossCreditUtilization attribute.

    Use Comments

    Specify whether to allow the use of comments in the preconfigured input apps.

    • TRUE — Use this value to allow the use of comments in the preconfigured input apps.
    • FALSE — Use this value to disable the use of comments in the preconfigured input apps.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxUseComments attribute.

    Use File Attachments

    This setting applies only if File Attachments are enabled in the server configuration.

    Specify whether to allow the use of file attachments in the preconfigured input apps.

    • TRUE — Use this value to allow the use of file attachments in the preconfigured input apps.
    • FALSE — Use this value to disable the use of file attachments in the preconfigured input apps.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxUseFileAttachments attribute.

    Current Tax Automation – Allow Automation of Current Tax

    Specify whether to allow the automation of current tax for book-tax differences.

    • TRUE — Use this value to allow the automation of current tax for book-tax differences.
    • FALSE — Use this value to set current tax to manual for book-tax differences.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxAutomateCurrentTax attribute.

    Current Tax Automation – Display Automation Settings

    Specify whether automation settings are visible in the Book-Tax Differences editor. This setting applies only if Current Tax Automation - Allow Automation of Current Tax is FALSE. If it is TRUE, settings are always visible.

    The Longview default for this setting is FALSE.

    This field sets the ASTaxAutomateCurrentTaxVisible attribute.

    Current Tax Automation – Custom Actuals Calculation Methods

    If you have created any custom process types, you can use this setting to provide them to your users in the Book-Tax Differences editor. Type the name for your custom process. Separate process types with a pipe ( | ).

    For more information, see “Creating a custom calculation method”.

    This field sets the ASTaxPTACustomMethods attribute.

    Current Tax Automation – Valid Source Accounts

    Specify the list of source account symbols to make available for selection in the Book-Tax Differences editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is TRIALBAL.

    This field sets the ASTaxPTAValidAccounts attribute.

    Current Tax Automation – Valid Source Details Symbols

    Specify the list of source details symbols to make available for selection in the Book-Tax Differences editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is DetailsT.

    This field sets the ASTaxPTAValidDetails attribute.

    Current Tax Automation – Target Detail Symbol

    Specify the target symbol in the Details dimension. Use this setting to transfer multiple source details to one target detail symbol for current tax and NIBT automation. This symbol must be a leaf symbol.

    If you do not specify a symbol:

    • Details are transferred from and to the same symbols, and source details are not available for selection in the Book-Tax Differences editor and the Net Income Before Tax editor.
    • You must update the PTA_Details and NIBT_Details hierarchies to assign all source leaf symbols in the Details dimension for the automation of current tax and NIBT amounts.

    The default for this setting is SummDet.

    This field sets the ASTaxPTATargetDetail attribute.

    Current Tax Automation – Valid Source Segments Symbols

    Specify the list of source segments symbols to make available for selection in the Book-Tax Differences editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is SegmentsT.

    This field sets the ASTaxPTAValidSegments attribute.

    Current Tax Automation – Target Segment Symbol

    Specify the target leaf symbol in the Segments dimension. Use this setting to transfer multiple source segments to one target segment symbol for current tax and NIBT automation. This symbol must be a leaf symbol.

    If you do not specify a symbol:

    • Segments are transferred from and to the same symbols, and source segments are not available for selection in the Book-Tax Differences editor and the Net Income Before Tax editor.
    • You must update the PTA_Segments and NIBT_Segments hierarchies to assign all source leaf symbols in the Segments dimension for the automation of current tax and NIBT amounts.

    The Longview default for this setting is SummSeg.

    This field sets the ASTaxPTATargetSegment attribute.

    Current Tax Automation – Valid Source Reporting Methods

    Specify the list of source element symbols to make available for selection in the Book-Tax Differences editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is:

    SUMMELE|IFRS_GAAP_Total| Statutory_Total|Tax_Base_Total| IFRS_GAAP_STAT|STAT_TAX|IFRS_GAAP_TAX

    This field sets the ASTaxPTAValidElements attribute.

    Deferred Tax Automation - Automation Method

    Deferred tax automation is the automation of the gross temporary difference ending balance based on a comparison of the ending book value and tax basis. You can define this process at the account level globally, or use overrides at the legal entity level, using the Current and Deferred Tax editor. This information can be automated and presented in two different ways depending on your preference (Balance Sheet Method or Temporary Difference Method).

    Specify the Deferred Tax automation method to use for your system.

    • Balance Sheet — Select this method to allow the automation of the gross temporary difference ending balance based on the ending accounting basis and tax basis. The results of this automation display in the Temporary Difference National Actual - Balance Sheet Method (NA0311) report.
    • Temporary Difference — Select this method to allow the automation of the gross temporary difference ending balance based on the ending accounting basis and tax basis. The results of this automation display in the Deferred Tax Proof National Actual (NA0300) report or Deferred Tax Proof Regional Actual (RA0300) report.
    • No Automation — Specifies that no automation is used. You must make manual adjustments to deferred tax amounts.

    The Longview default for this setting is No Automation.

    This field sets the ASTaxAutomateTempEOY attribute.

    Deferred Tax Automation – Display Automation Settings

    This setting applies only if Deferred Tax Automation - Automation Method is No Automation. If it is Balance Sheet or Temporary Difference, settings always display.

    Specify whether to display automation settings in the Current and Deferred Tax editor.

    • Display Balance Sheet Method Settings — Displays balance sheet method settings in the Current and Deferred Tax editor.
    • Display Temporary Difference Method Settings - Displays Temporary Difference Method settings in the Current and Deferred Tax editor.
    • Hide Settings — Hides automation settings in the Current and Deferred Tax editor.

    The Longview default for this setting is Hide Settings.

    This field sets the ASTaxAutomateTempEOYVisible attribute.

    Deferred Tax

    Automation - Valid

    Source Accounts

    Specify the list of source account symbols to make available for selection in the Current and Deferred Tax editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is TRIALBAL.

    This field sets the ASTaxDTAValidAccounts attribute.

    Deferred Tax Automation – Valid Source Details Symbols

    Specify the list of source details symbols to make available for selection in the Current and Deferred Tax editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is DetailsT.

    This field sets the ASTaxDTAValidDetails attribute.

    Deferred Tax Automation – Target Detail Symbol

    Specify the target leaf symbol in the Details dimension. Use this setting to transfer multiple source details to one target detail symbol. This symbol must be a leaf.

    If you do not specify a symbol:

    • Details are transferred from and to the same symbols, and source details are not available for selection in the Current and Deferred Tax editor.
    • You must update the DTA_Details hierarchy to assign all source leaf symbols in the details dimension for the automation of deferred tax.

    The Longview default for this setting is SummDet.

    This field sets the ASTaxDTATargetDetail attribute.

    Deferred Tax Automation - Valid Source Segments Symbols

    Specify the list of source segment symbols to make available for selection in the Current and Deferred Tax editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is SegmentsT.

    This field sets the ASTaxDTAValidSegments attribute.

    Deferred Tax Automation - Target Segment Symbol

    Specify the target leaf symbol in the Segments dimension. Use this setting to transfer multiple source segments to one target segment symbol. This symbol must be a leaf.

    If you do not specify a symbol:

    • Segments are transferred from and to the same symbols, and source segments are not available for selection in the Current and Deferred Tax editor.
    • You must update the DTA_Segments hierarchy to assign all source leaf symbols in the Segments dimension for the automation of deferred tax.

    The Longview default for this setting is SummSeg.

    This field sets the ASTaxDTATargetSegment attribute.

    Deferred Tax Automation - Valid Source Reporting Methods

    Specify the list of source element symbols to make available for selection in the Current and Deferred Tax editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is:

    SUMMELE|IFRS_GAAP_Total| Statutory_Total|Tax_Base_Total| IFRS_GAAP_STAT|STAT_TAX|IFRS_GAAP_TAX

    This field sets the ASTaxDTAValidElements attribute.

    NIBT Automation - Custom Actuals Calculation Methods

    If you have created a custom process type, you can type the name of the process to provide it to your users. Separate symbols with a pipe ( | ).

    This field sets the ASTaxNIBTCustomMethods attribute.

    NIBT Automation - Valid Source Accounts

    Specify the list of source account symbols that the user can specify in the Net Income Before Tax editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is TRIALBAL.

    This field sets the ASTaxNIBTValidAccounts attribute.

    NIBT Automation - Valid Source Details Symbols

    Specify the list of source details symbols that the user can specify in the Net Income Before Tax editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is DetailsT.

    This field sets the ASTaxNIBTValidDetails attribute.

    NIBT Automation - Valid Source Segments Symbols

    Specify the list of source segments symbols that the user can specify in the Net Income Before Tax editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is SegmentsT.

    This field sets the ASTaxNIBTValidSegments attribute.

    NIBT Automation - Valid Source Reporting Methods

    Specify the list of source account symbols to make available for selection in the Tax Account Rollforward editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is:

    NatTPDet_IAS|NatDefTax_ASC| NatDefTax_IAS|NatCurrentDet_ASC| NatCurrentDet_IAS|NatCurrentDetTotal_IAS| DefTax_ASC|DefTaxExclVA_ASC| DefTax_IAS| PYATEMPDIF|TRIALBAL|RegCurrentDet_ASC| RegCurrentDet_IAS|RegDefTax_ASC|RegDefTax_IAS|

    RegTPDet_ASC|RegDefTaxExclVA_ASC| NatIPT_ASC|RegIPT_ASC|RegCurrentDetTotal_IAS| IFRSEQADJ|RegTxtDTNRR

    This field sets the ASTaxTARFValidAccounts attribute.

    TARF Transfer - Valid Source Accounts

    Specify the list of source account symbols to make available for selection in the Tax Account Rollforward editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is:

    NatTPDet_IAS|NatDefTax_ASC|NatDefTax_IAS|

    NatCurrentDet_ASC|NatCurrentDet_IAS|

    NatCurrentDetTotal_IAS|DefTax_ASC|

    DefTaxExclVA_ASC|DefTax_IAS|PYATEMPDIF|

    TRIALBAL|RegCurrentDet_ASC|RegCurrentDet_IAS|

    RegDefTax_ASC|RegDefTax_IAS|RegTPDet_ASC|

    RegDefTaxExclVA_ASC|NatIPT_ASC|RegIPT_ASC|

    RegCurrentDetTotal_IAS|IFRSEQADJ|RegTxtDTNRR

    This field sets the ASTaxTARFValidAccounts attribute.

    TARF Transfer - Valid Source Elements

    Specify the list of source element symbols to make available for selection in the Tax Account Rollforward editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is:

    GrsDiff_ASC|GrsDiff_IAS|GrsDiffIP_ASC|

    GrsDiffIP_IAS|NetNDIFF_ASC|NetNDiff_IAS|

    NetRDiff_ASC|NetRDiff_IAS|

    NetNDiffIP_ASC|NetNDiffIP_IAS|

    NetRDiffIP_ASC|NetRDiffIP_IAS|

    NetNDETAILS_IAS|TaxDiff_IAS|

    IFRS_GAAP_Total|Statutory_Total|

    Tax_Base_Total|IFRS_GAAP_TAX|

    SUMMELE|NetNClassIP_ASC|

    NetRClassIP_ASC|NetNTaxEffectS_IAS|

    NetRTaxEffectS_IAS

    This field sets the ASTaxTARFValidElements attribute.

    Interim Automation - Forecast Element

    Specify the element to which all manual adjustments for your forecast will be submitted as an annual total.

    This field sets the ASTaxIPForecastElement attribute.

    Interim Automation - Custom Interim Calculation Methods

    Optionally, if you have created any custom processes, you can use this setting to provide them to your users in the Book-Tax Differences and Net Income Before Tax editor for Interim Calculation Method. Type the name for your custom process. Separate processes with a pipe ( | ).

    For more information, see “Creating a custom calculation method” in the Tax Provision Implementer’s Guide.

    This field sets the ASTaxIPCustomMethods attribute.

    Entity Level for Interim ETR

    Specify the global interim ETR entity level.

    • Legal Entity — Use this value to calculate the interim ETR at the legal entity level.
    • Sub-Consolidated — Use this value to calculate the interim ETR at a sub-consolidated entity level. If you use this value, you must specify a sub-consolidation parent for the Consolidation/Sub-Consolidation Hierarchy for Interim ETR. If you select this option, you do not have the option to specify the Entity Level for Interim ETR in the Entities editor; however, you can select a symbol for the sub-consolidation parent.
    • Consolidated — Use this value to calculate the interim ETR at a consolidated entity level. If you use this value, you must specify a consolidation root for the Consolidation/Sub-Consolidation Hierarchy for Interim ETR. If you select this option, you do not have the option to specify the Entity Level for Interim ETR or the Sub-Consolidation Entity for Interim ETR in the Entities editor, since it is automatically set to the root symbol of the hierarchy you select in the next field.
    • Defined by Entity — Use this value to allow the Entity Level for Interim ETR to be set at the legal entity level. If any of the entities in a hierarchy will be calculated using different methods, you must use this setting. If you use this value, you must specify the consolidation parent for the Consolidation/Sub-Consolidation Hierarchy for Interim ETR. If you select this option, you have the option to specify both the Entity Level for Interim ETR and the Sub-Consolidation Entity for Interim ETR in the Entities editor.

    The default for this setting is Legal Entity.

    Consolidation/Sub-Consolidation Hierarchy for Interim ETR

    If you specified Sub-Consolidated, Consolidated, or Defined by Entity as the Entity Level for Interim ETR, you must specify the consolidation/sub-consolidation parent symbol to use for the interim ETR calculation. This setting determines the hierarchy that displays (and therefore the symbols available for selection) in the Sub-Consolidation Entity for Interim ETR field in the Entities editor.

    Valid values are TENTITIES, Jurisdictions, or alternate hierarchies created under the roots EntitiesHier1, EntitiesHier2, EntitiesHier3, EntitiesHier4, EntitiesHier5.

    If the Entity Level for Interim ETR is Legal Entity, this setting does not apply.

    Time Period Default Setting for Calculation of Regional Provision

    Specify whether the Calculate Regional Provision setting is set to TRUE or FALSE by default for a time period. If you want to change the setting for each time period, you must do so in Longview Application Administrator.

    The Longview default for this attribute is TRUE.

    This field sets the AZTaxCalcRegionalProvisionTP attribute.

    Account Default Setting for Deferred Tax Current/Non-Current

    Specify whether the default setting for the account is Current or Non-Current in the Current and Deferred Tax editor. If you set Use Current/Non-Current Setting to FALSE, you must set the value for this setting to Non-Current.

    The Longview default for this setting is Current.

    This field sets the ASTaxCurNonCurDefault attribute.

    Account Default Setting for Deferred Tax Income/Equity/OCI

    Specify whether the default setting for the account is Income, Equity, or OCI in the Current and Deferred Tax editor, the Net Income Before Tax editor, or the Book-Tax Differences editor. If you set Use Income/Equity/OCI Setting to FALSE, you must set the value for this setting to Income.

    The Longview default for this setting is Income.

    This field sets the ASTaxIncEqDefault attribute.

    Account Default Setting for Deferred Tax Rate Change Treatment

    Specify whether the default setting for rate change treatment is Income, Equity, or OCI in the Current and Deferred Tax editor. If you set Use Rate Change Treatment Setting to FALSE, you must set the value for this setting to Income.

    The Longview default for this setting is Income.

    This field sets the ASTaxRateChangeDefault attribute.

    Account Default Setting for Deferred Tax Value Entered as Gross

    Specify whether the default setting for the account is to accept deferred tax account values as gross amounts in the Current and Deferred Tax editor.

    • TRUE — Use this value to use gross amounts and to calculate tax-affected amounts by default.
    • FALSE — Use this value to enter tax-affected amounts by default.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxValGrossDefault attribute.

    Account Default Setting for Deferred Tax National Benefit of Region Calculation

    Specify the default setting for the Include in NBR setting in the Current and Deferred Tax editor.

    • TRUE — Use this value to include accounts in the NBR calculation by default.
    • FALSE — Use this value to exclude accounts from the NBR calculation by default.

    The Longview default for this setting is TRUE.

    This field sets the ASTaxIncludeNBRDefault attribute.

    Account Default Setting for Deferred Tax Asset Sign

    Specify the default sign for deferred tax assets in the Current and Deferred Tax editor. This sign is used when classifying an account as an asset or liability.

    • + classifies a positive amount as an asset and a negative amount as a liability.
    • - classifies a positive amount as a liability and a negative amount as an asset.

    The Longview default for this setting is +.

    This field sets the ASTaxAssetSignDefault attribute.

    Account Default Setting for Automation of Temporary Differences Ending Balances

    This setting applies only if Deferred Tax Automation - Automation Method is Temporary Difference.

    Specify the default setting for Automate Temporary Differences Ending Balance in the Current and Deferred Tax editor using one of the following values:

    • TRUE — Selects the Automation of Temporary Differences Ending Balance setting by default.
    • FALSE — Clears the Automation of Temporary Differences Ending Balance setting by default.

    This field sets the ASTaxAutomateTempEOYAcctDefault attribute.

    Entity Default Setting for Calculate Regional Provision

    Specify whether Calculate Regional Provision is selected by default in the Entities editor.

    • TRUE — Calculate Regional Provision is selected by default in the Entities editor.
    • FALSE — Calculate Regional Provision is cleared by default in the Entities editor.

    The Longview default for this setting is FALSE.

    This field sets the default value for the AZTaxCalcRegionalProvisionEnt attribute.

    Entity Default Setting for Calculate National Benefit of Region

    This setting applies only if Entity Default Setting for Calculation of Regional Provision is set to TRUE.

    Specify whether Calculate National Benefit of Region is selected by default in the Entities editor.

    • TRUE — Calculate National Benefit of Region is selected by default.
    • FALSE — Calculate National Benefit of Region is cleared by default.

    If Entity Default Setting for Calculate Regional Provision is FALSE, this parameter should also be set to FALSE. The Longview default for this setting is FALSE.

    This field sets the default value for the AZTaxCalculateNBR attribute.

    Entity Default Setting for Use Deferred Tax Scheduling

    Specify whether Use Deferred Tax Scheduling is selected by default in the Entities editor.

    • Scheduling — Use Deferred Tax Scheduling is selected by default.
    • Regular — Use Deferred Tax Scheduling setting is cleared by default.

    The Longview default for this setting is Regular.

    This field sets the ASTaxDTSchedulingDefault attribute.

    Entity Default Setting for Calculate Netting Adjustment

    Specify whether Calculate Netting Adjustment is selected by default in the Entities editor.

    • TRUE — Calculate Netting Adjustment is selected by default.
    • FALSE — Calculate Netting Adjustment is cleared by default.

    If the value for Use Deferred Tax Netting is FALSE, this parameter must also be set to FALSE. The Longview default for this setting is FALSE.

    This field sets the default value for the AZTaxCalculateNetting attribute.

    Entity Default Setting for Automate Deferred Tax Amounts

    Specify whether Automate Deferred Tax Amounts is selected by default in the Entities editor.

    • TRUE — Automate Deferred Tax Amounts is selected by default.
    • FALSE — Automate Deferred Tax Amounts is cleared by default.

    The Longview default for this setting is TRUE.

    This field sets the default value for the AZTaxAutomateTempEOY attribute.

    Entity Default Setting for Automate Current Tax Amounts

    Specify whether Automate Current Tax Amounts is selected by default in the Entities editor.

    • TRUE — Automate Current Tax Amounts is selected by default.
    • FALSE — Automate Current Tax Amounts is cleared by default.

    The Longview default for this setting is TRUE.

    This field sets the default value for the AZTaxAutomateCurrentTax attribute.

    Entity Default Setting for Automate Loss Carryforward Adjustment

    Specify whether Automate Loss Carryforward Adjustment is selected by default in the Entities editor.

    • TRUE — Automate Loss Carryforward Adjustment is selected by default.
    • FALSE — Automate Loss Carryforward Adjustment is cleared by default.

    If the value for Use Loss Carryforward Automation is FALSE, this parameter must also be set to FALSE. The Longview default for this setting is TRUE.

    This field sets the default value for the AZTaxLossCfwdAuto attribute.

    Entity Default Setting for TARF Actual Timeframe

    Specify the default timeframe symbol for the Entities editor. You can specify any child in the TARFTypes hierarchy in the Details dimension.

    The Longview default for this setting is TFActual.

    This field sets the default value for the AZTaxTARFActualTimeframe attribute.

    Entity Default Setting for Calculate Interim

    Specify whether Calculate Interim is selected by default in the Entities editor.

    • TRUE — Calculate Interim is selected by default.
    • FALSE — Calculate Interim is cleared by default.

    The default value for this setting also applies to time period symbols.

    The Longview default for this setting is FALSE.

    This field sets the default value for the AZTaxCalculateInterim attribute.

    Entity Default Setting for Entity Level for Interim ETR

    This setting is applied only if the Entity Level for Interim ETR is set to Defined by Entity.

    Specify the default Entity Level for Interim ETR setting for the Entities editor.

    • Legal Entity
    • Sub-Consolidated

    For information on these settings, see “Entity Level for Interim ETR”.

    The Longview default for this setting is Legal Entity.

    Tax Jurisdiction Hierarchy

    Specify the root symbol for the jurisdiction hierarchy.

    The Longview default for this setting is the Jurisdictions hierarchy.

    This field sets the ASTaxJurisdictionHierarchy attribute.

    Partnership Income Account

    Specify the symbol that stores the result of the partnership income calculation. Valid values for this setting are leaf symbols in the NIBTAdj hierarchy.

    The Longview default for this setting is NIBTAdj01.

    This field sets the ASTaxPartnershipIncome attribute.

    NIBT Account Parent Symbol

    Specify the parent symbol to use for net income before tax accounts. Valid values for this setting are parent symbols in the NIBT_LS hierarchy, excluding GPerm, GTemp, and NIBT_LS itself.

    The Longview default for this setting is NIBTAdj.

    This field sets the ASTaxNIBRt attribute.

    Hide Accounts Symbols

    Specify the Accounts symbols that you want to hide when displaying preconfigured input apps. Separate multiple symbols with a pipe ( | ).

    List symbols at the level at which they should be hidden. For example, the TempT parent includes both GTemp and StTemp; however, GTemp is found under NIBT_LS as well. If you hide these symbols at the TempT level, GTemp will not be hidden under NIBT_LS.

    This field sets the ASTaxHideAccounts attribute.

    Hide Elements Symbols

    Specify the Elements symbols that you want to hide when displaying preconfigured input apps. Separate multiple symbols with a pipe ( | ).

    List symbols at the level at which they should be hidden.

    This field sets the ASTaxHideElements attribute.

    Details Provision Parent Symbol

    Specify the provision parent symbol in the Details dimension to restrict the Details drop-down list to in the Default Symbols dialog, which opens from the Longview Tax toolbar, and the Symbol Selection dialog in input apps and reports. If you do not specify a provision parent, the system uses DetailsT.

    This field sets the ASTaxUIProvisionDetail attribute.

    Segments Provision Parent Symbol

    Specify the provision parent symbol in the Segments dimension to restrict the Segments drop-down list to in the Default Symbols dialog, which opens from the Longview Tax toolbar, and the Symbol Selection dialog in input apps and reports. If you do not specify a provision parent, the system uses SegmentsT.

    This field sets the ASTaxUIProvisionSegment attribute.

    Entities that Load Chart of Accounts Data

    Specify the list of root symbols in the Entities dimension to load Chart of Accounts data to. Separate symbols with a pipe ( | ).

    The Longview default for this setting is TENTITIES|PShip.

    This field sets the ASTaxEntitiesCOALoad attribute.

    Details Chart of Accounts Parent Symbol

    Specify the chart of accounts parent symbol in the Details dimension to restrict the Details drop-down list to in the Symbol Selection dialog in input apps and reports. You can specify any leaf or parent symbol the Details dimension.

    The Longview default for this setting is DetailsT.

    This field sets the ASTaxCOADetail attribute.

    Segments Chart of Accounts Parent Symbol

    Specify the chart of accounts parent symbol in the Segments dimension to restrict the Segments drop-down list to in the Symbol Selection dialog in input apps and reports. You can specify any leaf or parent symbol in the Segments dimension.

    The Longview default for this setting is SegmentsT.

    This field sets the ASTaxCOASegment attribute.

    Tax Calculation Rounding Factor

    Specify the rounding factor for integers for your Tax Provision system. You can round 0 to 9 decimals.

    The Longview default for this setting is 0.

    This field sets the ASTaxROUND attribute.

    Tax Percentage Rounding Factor

    Specify the rounding factor for percentages for your Tax Provision system. You can round 0 to 9 decimals.

    The Longview default for this setting is 4.

    This field sets the ASTaxRDPct attribute.

    File Path for Longview Add-In Links

    Specify the file path for system Longview Add-In files. Files in this location display in the Reports category of the navigation pane under Longview Add-In Links - System.

    This field sets the ASTaxLVforExcelFilePath attribute.

    User Default File Path for Longview Add-In Links

    Specify the file path for custom user Longview Add-In files. Files in this location display in the Reports category of the navigation pane under Longview Add-In Links - Custom.

    The Longview default for this setting is C:\ProgramData\Longview Solutions\LongviewTax\data\Longview for Excel.

    This field sets default value for the AUTaxLVforExcelFilePath attribute.

    Default Browse Folder Path

    Specify the default file path that should appear in any Tax Provision file browser.

    The Longview default for this setting is C:\Users\CurrentUser\Desktop.

    This field sets the ASTaxBrowseFolderPath attribute.

    Use Multi-Regional Provision

    This column applies only if you have installed Multi-Regional Provision.

    Specify whether to activate Multi-Regional Provision in your system.

    • TRUE — Use this value to activate Multi-Regional Provision.
    • FALSE — Use this value to disable Multi-Regional Provision. If you use this value, functionality related to Multi-Regional Provision is hidden.

    The Longview default for this option is TRUE.

    This field sets the AZTaxUseMSP attribute.

    Use Blended Deferred

    This setting applies only when Use Multi-Regional Provision is TRUE.

    Specify whether to calculate the regional deferred provision based on a blended tax rate and the current provision on a region-by-region basis.

    • TRUE — Use this value to calculate the regional deferred provision based on a blended tax rate and the current provision on a region-by-region basis.
    • FALSE — Use this value to calculate the deferred provision on a region-by-region basis.

    The Longview default for this option is TRUE.

    This field sets the ASTaxMSPUseBlendedDeferred attribute.

    Use Apportionment Factors

    This setting applies only when Use Multi-Regional Provision is TRUE.

    Specify whether to use apportionment factors.

    • TRUE — Use this value to use apportionment factors. Apportionment factors will be based on the input methods in the subsequent fields.
    • FALSE — Use this value to set apportionment factors to 100%.

    The Longview default for this option is TRUE.

    This field sets the ASTaxMSPUseAppFactor attribute

    Apportionment Factor Input Method - Separate Filing

    This setting applies only when Use Multi-Regional Provision and Use Apportionment Factors are TRUE.

    Specify the apportionment factor input method for beginning of year separate filing using one of the following options:

    • Full Input — Use this value if you want to input all apportionment data and have the system calculate a weighted average apportionment factor.
    • Override Factors — Use this value if you want to input each apportionment factor, as well as the applicable weighting related to each of the factors, and have the system calculate the weighted average apportionment factor.
    • Override Totals — Use this value if you want to input the weighted average apportionment factor manually.

    The Longview default for this setting is Full Input.

    This field sets the ASTaxMSPAppFactorMethod attribute.

    Apportionment Factor Input Method - Group Filing

    This setting applies only when Use Multi-Regional Provision and Use Apportionment Factors are TRUE.

    Specify the apportionment factor input method for group filing using one of the following options:

    • Full Input — Use this value if you want to input all apportionment data and have the system calculate a weighted average apportionment factor.
    • Override Factors — Use this value if you want to input each apportionment factor, as well as the applicable weighting related to each of the factors, and have the system calculate the weighted average apportionment factor.
    • Override Totals — Use this value if you want to input the weighted average apportionment factor manually.

    The Longview default for this setting is Override Totals.

    This field sets the ASTaxMSPAppFactorMethodGroup attribute.

    Apportionment Factor Input Method - BOY Separate Filing

    This setting applies only when Use Apportionment Factors is selected.

    Specify the apportionment factor input method for beginning of year separate filing using one of the following options:

    • Override Factors — Use this value if you want to input each apportionment factor, as well as the applicable weighting related to each of the factors, and have the system calculate the weighted average apportionment factor.
    • Override Totals — Use this value if you want to input the weighted average apportionment factor manually.

    The Longview default for this setting is Override Totals.This field sets the ASTaxMSPAppFactorMethodBOY attribute.

    Apportionment Factor Input Method - BOY Group Filing

    This setting applies only when Use Multi-Regional Provision and Use Apportionment Factors are TRUE.

    This setting applies only when Use Apportionment Factors is selected.

    Specify the apportionment factor input method for beginning of year group filing using one of the following options:

    • Override Factors — Use this value if you want to input each apportionment factor, as well as the applicable weighting related to each of the factors, and have the system calculate the weighted average apportionment factor.
    • Override Totals — Use this value if you want to input the weighted average apportionment factor manually.

    The Longview default for this setting is Override Totals.

    This field sets the ASTaxMSPAppFactorMethodGroupBOY attribute.

    Regional Rates Input Level

    This setting applies only when Use Multi-Regional Provision is TRUE.

    Specify the input level for regional rates using one of the following values:

    • Region — Use this value if you want to enter tax rates by region and apply these rates to all entities.
    • Region and Entity — Use this value if you want to enter tax rates for the region/entity combination. Use this value when certain entities are subject to different tax rates within the same region.

    The Longview default for this setting is Region.

    This field sets the ASTaxMSPRegRatesInputLevel attribute.

    The Longview default for this option is Region.

    TARF Transfer - Valid Source Details

    This setting applies only when Use Multi-Regional Provision is TRUE.

    Type the list of source details symbols to make available for selection in the Tax Account Rollforward editor. Separate symbols with a pipe ( | ).

    The Longview default for this setting is:

    DETAILST|MSP_Regions|MSP_TotalRegions

    This field sets the ASTaxTARFValidDetails attribute.

    Multi-Regional Deferred Tax Method

    This setting applies only when Use Multi-Regional Provision is TRUE.

    Specify the default for the Multi-Regional Deferred Tax Method setting in the Current and Deferred Tax editor using one of the following options:

    • Tax Rate — Sets the default to Tax Rate.
    • Apportionment Factors — Sets the default to Apportionment Factors.
    • Both — Sets the default to Both.

    The Longview default for this setting is Both.

    This field sets the ASTaxMSPUseAppFctrDefault attribute.
  3. When you are finished, save the template as a comma-delimited (.csv) file.

    Note: You can rename the file, but the file prefix must remain the same.

  4. If you are ready to import the data, continue to “Importing and exporting”
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