Implementation Tasks In Tax Provision
As Tax Implementer, it is your responsibility to set up Tax Provision for initial use. Tax Provision includes import files that can facilitate the initial setup and loading of data into the system. You can also export existing settings and data.
The following table lists implementation tasks.
| Task | For more information, see… |
|---|---|
Install Tax Provision. |
The Installing Longview Tax chapter of the Longview Installation Guide |
Import Tax Provision system settings. |
|
Import hierarchy structures. |
Preparing import files for currency structures Preparing import files for entity structures Preparing import files for account structures |
Import parameters. |
Preparing import files for entity settings Preparing import files for legal entity grouping settings Preparing import files for partnership owner settings Preparing import files for branch settings Preparing import files for net income before tax settings Preparing import files for book-tax difference settings Preparing import files for current and deferred tax settings Preparing import files for interim account settings Preparing import files for TARF target element settings Preparing import files for TARF settings |
Import chart of accounts data. |
Preparing import files for chart of accounts data |
Import tax rates. |
Preparing import files for consolidated tax rates Preparing import files for national tax rates Preparing import files for national return tax rates Preparing import files for national scheduling tax rates Preparing import files for national override tax rates Preparing import files for regional tax rates Preparing import files for regional return tax rates Preparing import files for regional scheduling tax rates Preparing import files for regional override tax rates |
Import foreign exchange rates. |
Preparing import files for foreign exchange rates Preparing import files for foreign exchange return rates |
Import beginning balances. |
Preparing import files for deferred tax beginning balances |
Import users and user groups. |
Preparing import files for adding and modifying users Preparing import files for adding and modifying user groups Preparing import files for user group assignment |
Import users and user groups settings. |
Preparing import files for user symbol access Preparing import files for user authorization Preparing import files for user attributes Preparing import files for user group symbol access Preparing import files for user group authorization |
Lock beginning year balances. |
Locking beginning of year values |
Create a custom timeframe for tax account rollforward data transfer. |
Creating a custom timeframe for tax account rollforward data transfer |
Deploy custom instructions for input apps |
Deploying custom instructions for input apps |
Add a welcome page message. |
Longview Tax Administrator’s Guide |
Create any custom calculations for your system. |
“Implementing custom calculations” “Creating a custom calculation method” |
Alert the tax department that the system is ready for use. | |