Adding a Permanent Difference (GS or ST) or a Regional Account

You should create a new account under PermSTTotal or PermGSTotal based on the nature of the difference.

If the difference is of type GAAP to Statutory, then you should create the account under PermGSTotal. If the difference is of type Statutory to Tax, then you should create it under PermSTTotal. For a Regional Permanent Difference, you should add the account under the hierarchy of RPermTotal.

Set the Properties of Permanent differences as follows:

PropertyValue
Account TypeAsset
IsCalculatedNo
IsConsolidatedYes
IsICPNo
PlugAcct<Blank>
RollForward TopMemberCurrentTaxCYTotal
Jurisdiction TopMemberJurisdictions — AllNational for National; AllRegional — for Regional
ReportingStandard TopMemberReportingStandards
DataCategory TopMemberPreTaxNationalRegionalCETR - For NationalAndRegional

PreTaxRegional - For Regional

PreTaxNationalCETR - For National

TaxType TopMemberNationalAndRegional - For NationalAndRegional

Regional - For Regional

National - For National

NumDecimalPlacesAny valid values
UseLineItemsNo
EnableAggregationOnCustomsYes (for All Customs)
UDA1 Use of keyword as needed; EqRevN and EqRevR—for Equity reversal accounts
UDA2 
UDA3 
XBRL<Blank>
Security Class<As needed>
ICPTopMember<Blank>
EnableDataAudit<As needed>
CalcAttribute<Blank>