Export Positions

To export items:

1.Click the Main Contingency menu drop-down.
2.Click Export.
3.Click Export UTP Items to export all Uncertain Tax Positions items in the dataset to which you have access, for example, only items in units assigned to you.
4.Click Summary under Export Categories to OTP to export the categories needed in ONESOURCE Tax Provision for the Summary Numbers export. The categories export is neither dataset, nor unit, specific.
5.Click either Current or Deferred (based on how you want the benefit exported) in Export Numbers to OTP to export after-tax and after-benefit amounts you need to represent Uncertain Tax Positions in your provision. Amounts are exported for all active units in the current dataset.

 

Notes:

•Items export in the Import Template format.
•Using the Export UTP Items feature provides a helpful and manageable way to update several different positions. After making updates, re-import the spreadsheet into the Uncertain Tax Positions Application.