What balance dimensions can I use to calculate balances for a 12-month roll back period?

You can use these balance dimensions to calculate balances for a 12-month roll back period:

This table lists the available balance dimension types and balance dimensions.

Balance Dimension Type

Balance Dimension

Rolling 12 Month Balance Dimensions

  • Relationship Tax Unit Rolling 12 Month

  • Assignment Tax Unit Rolling 12 Month

Resident City Balance Dimensions

  • Term Tax Unit Resident City Month-to-Date

  • Term Tax Unit Resident City Quarter-to-Date

  • Term Tax Unit Resident City Year-to-Date

  • Assignment Tax Unit Resident City Month-to-Date

  • Assignment Tax Unit Resident City Quarter-to-Date

  • Assignment Tax Unit Resident City Year-to-Date

Statutory Report Code Balance Dimensions

  • Relationship Tax Unit Statutory Report Code Run

  • Relationship Tax Unit Statutory Report Code Month-to-Date

  • Relationship Tax Unit Statutory Report Code Quarter-to-Date

  • Relationship Tax Unit Statutory Report Code Year-to-Date

  • Relationship Tax Unit Statutory Report Code Period-to-Date

  • Term Tax Unit Statutory Report Code Run

  • Term Tax Unit Statutory Report Code Month-to-Date

  • Term Tax Unit Statutory Report Code Quarter-to-Date

  • Term Tax Unit Statutory Report Code Year-to-Date

  • Term Tax Unit Statutory Report Code Period-to-Date

  • Assignment Tax Unit Statutory Report Code Run

  • Assignment Tax Unit Statutory Report Code Month- to-Date

  • Assignment Tax Unit Statutory Report Code Quarter-to-Date

  • Assignment Tax Unit Statutory Report Code Year-to-Date

  • Assignment Tax Unit Statutory Report Code Period-to-Date