Creating a National Jurisdiction

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

For information about the Jurisdiction dimension, see Jurisdiction Dimension.

To create a 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_AllNational.
  4. Click Add Child Add child icon and enter the following information for the National jurisdiction:
    1. Under Name, enter a two-character name for the jurisdiction, such as "CA" or "US" Two character ISO codes are recommended (such as ISO-3166 Alpha 2 country codes) for the jurisdiction name.

      Caution:

      If more than two characters are used for the name, such as "CAN" or "USA", the name will not work with the domicile creation in the entity attributes.
    2. Enter the Alias that you want to display for the jurisdiction.
    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.
      Add new jurisdiction
    5. Click Save.

Note:

Sometimes the newly created national jurisdiction members do not show up under the Domicile custom attribute in the Entity dimension. In such cases, follow the steps below to synchronize the Domicile custom attribute with the newly created national jurisdiction members:
  1. From the Dimensions drop-down, select Entity.
  2. Select the Entity topmost dimension member and under Actions → click the Custom Attributes button.

    Entity Dimension

    Custom Attributes

  3. Select the attribute Domicile and click the Synchronize Reference Attribute Members button.

    Synchronize Reference Attribute Members

  4. The newly added Domicile will be displayed in the list of domiciles on the right side of the Domicile Attribute Values tree.

    The new domicile will appear at the bottom of the list regardless of its position under All National.

Consideration while Changing Domicile for an Existing Entity

As a best practice, when changing Domicile make sure data is cleared for the entity and jurisdiction combination before making the change in domicile. Otherwise, changing domicile without clearing the data can leave un-wanted data at older jurisdiction.

Data can be cleared in older Jurisdiction in two ways:

  1. Create a Invalid intersection report for the Entity and based on the report the data can be cleared.
  2. Set the Jurisdiction back to old Jurisdiction for the entity, and using Smartview delete bulk data manually at the Jurisdiction. You can then set the Domicile to new Jurisdiction.

Continue by creating the Regional Jurisdictions, as outlined in Creating a Regional Jurisdiction.