Longview Tax Provision Overview
Longview Tax Provision Overview
Tax Provision calculates your company’s global tax charge, effective tax rate, and deferred taxes for tax provisioning purposes. Since Tax Provision uses the same technological platform as your corporate performance management solution, the tax reporting process is directly integrated into the corporate close process. As one solution, consolidated pretax income...
Implementation Tasks In Tax Provision
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.
T...
Obtaining Import Template Files
Obtaining Import Template Files
Tax Provision includes functionality that allows you to generate import template files to facilitate the import process. When you are finished preparing the import files, you can import them using Tax Provision.
For information on preparing import files, see:
“Preparing an import file for system settings”
“Preparing import files for hierarchy structures”
“Pre...
Preparing An Import File For System Settings
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]...
Preparing Import Files For Hierarchy Structures
Preparing Import Files For Hierarchy Structures
Tax Provision provides you with Excel import files that you can use to set up hierarchy structures in bulk during implementation. You can import structures for the Accounts, Entities, and Currency dimensions. The hierarchies for the Timeper, Elements, and Controls dimensions are preconfigured by Longview and should not be modified.
Tax Provisio...
Preparing Import Files For Parameters
Preparing Import Files For Parameters
Tax Provision includes the following Excel import files to help you configure symbol parameters in bulk during implementation. You can rename files, but the file prefixes must remain the same.
The following table lists the file prefixes for parameters import files:
File prefix
Description
FXSetup_Parameters
Use this import file to import settings...
Preparing Import Files For Data
Preparing Import Files For Data
Tax Provision provides you with Excel import files that you can use to seed the system with data during implementation.
Tax Provision includes the following data import files to help you load system data during implementation:
File prefix
Description
ChartOfAccounts_Data
Use this file to load data for your chart of accounts. For more information, see Pre...
Preparing Import Files For Users And User Groups
Preparing Import Files For Users And User Groups
Tax Provision includes the following Excel import files to help you work with users and user groups in bulk during implementation. You can rename files, but the file prefixes must remain the same.
The following table lists the file prefixes for user and user group import files:
File prefix
Description
Users
Use this import file to add ...
Performing General Implementation Tasks
Performing General Implementation Tasks
After you initialize your system with settings, hierarchies, parameters, data, users, and user groups, there are a few other implementation tasks that may be required.
Locking beginning of year values
After you load data into the system during implementation, you should lock down the beginning of year values so that they are no longer writeable.
To loc...