1. Administering Tax Reporting
  2. Performing Rollovers and Copy Configurations
  3. Performing a Rollover by Entity

Performing a Rollover by Entity

The Rollover by Entity process works similarly to the Rollover process, however unlike Rollover, it can be applied to a subset of the level 0 Entities in the application. For example, Rollover by Entity can be used to selectively rollover configuration for a newly added entity without impacting existing entities.

For details on Rollovers, see Performing a Rollover

To perform a rollover by Entity:

  1. From the Home page, select Application, then Configuration.
  2. Select Copy Configuration, and then select the Rollover by Entity tab.
  3. Under Select configurations to rollover from source to target, select rollover options:
    • Tax Rates-- Copy tax rates to the selected target POV.
    • Year of Expiration in Tax Losses/Credits-- Copy the Year of Expiration for any tax losses or credits to the target POV.

    You can click Select All to select all rollover types at one time.

    Rollover by Entity

  4. Under Source, define the slice of data to be copied:
    • Scenario --Select a scenario from the list of scenarios. You can select only one scenario for the Source.
    • Year --Select a year from the list. You can select only one year for the Source.
    • Period --Select a base period from the list of periods.
    • Entity --Select a source entity.
  5. Under Target, define where the source data will be copied:
    • Scenario --Select one or more scenarios from the list of scenarios.
    • Year -- The Target year is automatically populated as the Source year + 1 and cannot be modified.
    • Period -- Select one or more periods from the list of periods.
    • Entity --The Target entity is the same as the source entity and cannot be modified.

    Note:

    The Data Status for the Target POV will only be impacted if the following conditions are met:
    • Entities to be used for the rollover are unlocked.
    • Data Status of the Source cannot be "No Data".
  6. Click Run to perform the selected rollovers. When the rollover is complete, the Status and Executed date and time are displayed.
  7. From the Home page, select Application, and then Jobs to review the job status and details.
  8. Verify the Rollover results in the new period.