Creating a Regional Jurisdiction

Regional jurisdictions categorize the provision for income tax at a federal or country level.

Regional jurisdictions can represent a state, province, territory, or other subdivision. For purposes of deductibility, Regional tax amounts can be set up to automatically flow into national calculations. Regional tax provisions can be calculated individually, or in total, by legal entity.

For information about the Jurisdiction dimension, see Jurisdiction Dimension.

To create a regional jurisdiction:

  1. From the Home page, select Navigator Navigator icon, and then Dimensions.
  2. From the Dimensions drop-down, select Jurisdiction.
  3. Expand TRCS_TotalJurisdiction, then select and expand TRCS_AllRegional.

    Note:

    For every national jurisdiction that has regions, a corresponding <jurisdiction_name>_Regions parent member must be created under TRCS_AllRegions.
  4. Click Add Child Add Child icon and enter the following information for each Regional jurisdiction you require:
    1. Enter the Name and optional description of the jurisdiction. For example, CA_ON for the province of Ontario in Canada.
    2. Enter the Alias you want to display for the jurisdiction, such as Ontario.
    3. Set Data Storage to Store or Never Share.

      Note:

      Because this is a sparse dimension, do not set the Data Storage field to Dynamic Calc.
    4. Set Plan Type to Consol, and then select Addition.
    5. Click Save
      Add Regional Jurisdiction
  5. Click Save.
  6. Continue to create the associated entities, as outlined in Creating Entities.