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You can add new datasets to represent your data for a period in time including months, quarters, year-to-date and annual.
To add a new dataset:
| 1. | Select Datasets from the Manage drop-down list. |
| 2. | Click Add and the Add New Datasets dialog box appears. |
| 4. | Select the Designation option. This option affects the calculation of your uncertain tax positions. |
| • | GAAP (Uncertain Tax Positions calculation based in ASC 740-10-50 (formerly FIN 48)). |
| • | IFRS (Uncertain Tax Positions calculation based in IAS 12(ED)). |
| 5. | Select No for Read-Only. You will not be able to enter data into this dataset if you select Yes. |
| 7. | Select a Fiscal Period. (FY for full year, Q1 for the first quarter, M1 for January, and so forth) |
| 8. | Select the Transaction. This represents how the dataset is created. You can choose Empty, Copy (from another dataset) or Rollover (from another Dataset). |
| 9. | If applicable, select the Source dataset (which is required if Copy or Rollover is selected as the Transaction). |
| 10. | Click Save and the dataset appears in the Dataset table. A success message appears in a yellow box at the top of the page showing that the new Dataset successfully created. |
| 11. | Click Cancel, prior to saving to revert all changes. |
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