Maintaining Details

Longview Tax uses the Details dimension in different ways depending on the products you have purchased. For Tax Provision, the Details dimension may contain symbols that are specific to your company. For Task Management, the Details dimension contains the jurisdictions.

Maintaining Tax Provision details

Tax Provision includes the Details dimension, which can be customized to include additional symbols to suit your company’s needs.

Depending on your system’s configuration, the Details dimension may have system-specific hierarchies. To add symbols to these hierarchies, see the “Creating New Symbols” section in the Longview Application Administrator Guide. If your system does not use system-specific hierarchies for Details, the system default symbol is SUMMDET.

Maintaining regions

You can use the Regions editor to add and maintain regions for Multi-Regional Provision.

Adding regions

1. In the Tax Provision navigation pane, click Administration. 
2. Expand Entities, and then click Regions. The Regions editor opens in the workspace.
3. Click Region. A new row appears.
4. Complete the following fields:

   Field	Notes
   Region	Type a name for the region. Region names can be up to 31 alphanumeric characters, and can contain underscores ( _ ) and periods ( . ).
   Description	Type a description for the region. Region descriptions can be up to 100 characters.
   Sort Order	Specify a numeric value from 1 and up representing the order of the symbol with respect to its parent. By default, the sort order for added symbols is 10 higher than the last child of the same parent symbol. If you specify a value of 0, the symbol appears at the bottom of the list.
   Rollup	Specify whether the region has positive impact ( + ), negative impact ( - ) or no impact ( 0 ) on its parent. The default is +.
   Parent	Select a parent symbol for the region. Type the name of a region, use the drop-down list, or use the symbol selector to select the parent symbol. For more information on searching for symbols, see Using the Symbol Selector. Caution: If you select a leaf symbol, that leaf will become a parent and, consequently, its data and settings are lost.
   Applicable	Select this option if the region is currently applicable to your organization. If a region is not applicable, you will not be able to select it in the Region selector in the Regional Modifications editor.
   Deductible	Select this option if the region is deductible at the national level. Deductible regions are treated the same way for each legal entity.
   Use Deferred Tax Scheduling	Select this option to calculate deferred tax scheduling for the region. Note: This option is only applicable for US GAAP (ASC) systems and is not currently available in IFRS (IAS).
   Regional Group	Select the regional group for the region. For information on creating regional groups, see Working with regional groups.

5. Click Save.

Modifying regions

If necessary, you can make changes to an existing region.

Note: You cannot edit the name for the MSP_BLENDED symbol.

To modify regions

1. In the Tax Provision navigation pane, click Administration.
2. Expand Entities, and then click Regions. The Regions editor opens in the workspace.
3. Select the region to modify, and then click Properties.
4. Edit the fields as described in Adding regions.
5. When you are finished, click Save. 

Exporting regions to Microsoft Excel

You can use the Regions editor to export region information to Microsoft Excel.

To export region information to Microsoft Excel

1. In the Tax Provision navigation pane, click Administration.
2. Expand Entities, and then click Regions. The Regions editor opens in the workspace.
3. Click Export to Excel. A dialog opens.
4. Select one of the following:
   • To export all region symbols fully expanded, click Expanded View.
   • To export only the region symbols visible in the current hierarchy expansion state, click Current View.

     For more information on expanding and collapsing the symbol hierarchy, see Using context menus.

   The Save As dialog opens.

5. Navigate to the location in which to save the file.
6. Type the name of the file to export region information to.
7. Click Save. The file opens in Microsoft Excel.