ONESOURCE Uncertain Tax Positions App Release Notes

ONESOURCE Tax Provision's Uncertain Tax Positions Application (UTP App) is a very detailed tool used to track and analyze Uncertain Tax Positions. The release notes for this module are described below.

Click on a specific version below to jump directly to the release notes of that version.

v5.1
v5.0.3
v5.0.2
v5.0.1
v5.0
v4.0
v3.7.2
v3.7.1
v3.7
v3.6
v3.5.2
v3.5
v3.4
v3.3
v3.2
v3.0
v2.1.10
v2.1.9
v2.1.8
Patch
v2.1.7
v2.1.6
Prior Release


Release Notes - Uncertain Tax Positions Application 5.1

  • GENERAL
    • Eliminate Case Sensitivity
      • Previously, the system allowed you to create multiple codes using upper and lower case letters. For example, ABC100, Abc100, and/or abc100 use the same characters but different case letters. If you have previously created codes in this manner, they will not change and you will not be required to modify them at this time.
        • Going forward, two codes may not be created using the same characters with different case letters, ie ABC100, abc100. The best practice is to have one code that will enable you to easily integrate with other products on the ONESOURCE platform.
    • Interest
      • Interest tables are now available for Australia & New Zealand.
      • The jurisdictions AUS & NZL are now the default national jurisdictions for Australia and New Zealand.
      • All units that have been designated with the country of Australia or New Zealand will now default to the AUS or NZL jurisdiction.
      • If you previously had NAT positions in a unit with a country AUS or NZL, those positions will be updated automatically to the AUS or NZL jurisdiction.
  • SINGLE SIGN ON 3
    • Completes the migration to log into the Uncertain Tax Position Application via the ONESOURCE platform.
    • The URL of the ONESOURCE platform is onesourcelogin.com.
        • Two additional options will display on your login screen:
        • I Have a Universal ID.
        • Create a New Universal ID.
      • NOTE: Click on the ONESOURCE graphic on the login page provides you with the information needed to perform the migration.
      • REPORTING
        • Uncertain Journal Entry Report
          • You can now select a new benefit view drop-down box on the Uncertain Journal Entry Report to view the report in either current or deferred mode. The option was added to display the future benefit either as it was in prior versions with ‘Current’ or as ‘Deferred’ were the future benefit is broken out in a new Benefit section on the report.
        • Item Inventory Report
          • You can now select a new benefit view drop-down box on the Item Inventory Report in Audit or Audit Details level to view the report in either current or deferred mode. The option was added to display the future benefit either as it was in prior versions with ‘Current’ or as ‘Deferred’ were the future benefit is broken out in a new columns on the report.

          Patch Notes - Uncertain Tax Positions Application 5.0.3

          • REPORTING
            • Reports
              • Reports no longer time out when opening or loading for review.

            Patch Notes - Uncertain Tax Positions Application 5.0.2

            • FUNCTIONAL
              • Custom Rate Interest
                • The custom rate interest now calculates the correct interest start and end dates. Previously, the custom rate interest would calculate the entire range mentioned in the import sheet.

          Patch Notes - Uncertain Tax Positions Application 5.0.1

          • ADMIN CENTER
            • Labels and Groups
              • Label codes can now be edited in the Admin Center
            • Datasets and Reporting Datasets
              • The software no longer allows you to delete a dataset while you are in that dataset
          • FUNCTIONALITY
            • Label Imports
              • Now, have the ability to assign and delete labels to positions in NAT/CAN/GBR/ jurisdictions as well as RO positions via import. Job Status no longer shows errors in #UTP_LABEL_ASSIGN# sheet.
            • Historic CTA
              • CY CTA is now displayed as the sum of both PY CTA and CY CTA instead of only CY CTA in the positions workflow
          • REPORTING
            • Reports
              • RO Positions for Payable and Deferred Reports now display the correct Change amount and Ending Balance
              • Reports printing with Historic CTA View are now formatted correctly, when creating PDF files
              • When Reporting Currency is selected, Schedule UTP now correctly displays Reporting Currency amounts instead of Local Currency
              • Group by options – Issue Type/C/NC and Jurisdiction/Unit/Item/Year generate reports correctly
            • Reporting Drop-downs
              • Unit/ Subconsolidation and Label/Label groups fields now have a scroll button added when a long list of entries are present. This was an issue when UTP was accessed via ONESOURCE platform only and not directly from UTP

          Release Notes - Uncertain Tax Positions Application 5.0

          • ADMIN CENTER
            • Expansion of Custom Rate Table
              • Ability for user to create custom rate tables with unlimited rows and reference these tables when calculating interest
            • Labels & Label Groups
              • Ability to import and export labels, label groups, and assignments
          • GENERAL
            • Single Sign On Phase 2
              • Optional migration to logging into the UTP App via the ONESOURCE platform
                • The URL of the ONESOURCE platform is onesourcelogin.com.
                • Users will see two additional options on their login screen:
                  • I Have a Universal ID
                  • Create a New Universal ID
              • NOTE: Clicking on the ONESOURCE graphic on the login page will provide the user with the information on how to perform the migration
          • REPORTING
            • Schedule UTP
              • New Report to satisfy the requirements of IRS Schedule UTP
                • Historic CTA Phase 1
                  • New fields to track the build-up of Current and Deferred CTA over time calculated via the Action Menu or manually entered
                  • New view on Uncertain Payable and Uncertain Deferred Reports to show this buildup of Current and Deferred CTA, respectively
              • PRINT
                • Save Batch Print Settings
                  • Ability to save batch print setting profiles in order to easily print in the future
                  • Batch Print will work through the Queue System introduced in Version 4.1

                Release Notes - Uncertain Tax Positions Application 4.0

                • ADMIN CENTER
                  • Interest and Penalties
                    • Ability to view full custom rate tables for positions, rather than just first Start Date and last End Date
                  • Import/Export Template
                    • New Import/Export Template in use due to addition of State Apportionment Rates (see below)
                    • Note: A macro is available to convert your existing import templates to the new required format. Please see slide 3 of the UTP App Import Template Guide located on the My TaxStream page.
                  • Interest
                    • Ability to import Custom Rate Tables has been added to Import UTP Items spreadsheet
                    • Canadian National rate table available for Canadian National Jurisdiction
                      • If a unit's Country is Canada, you will now see Canada rather than Federal as the National Jurisdiction option
                    • Custom Rate Table now has rates up to 100% (25% & up: .5% increments)
                      • Note: The rate field when building a custom table is no longer a dropdown. You are now required to type in a valid rate.
                  • Label Groups
                    • Ability to assign Labels to Label Groups in the Admin Center/li>
                    • Filter reports by Label Groups
                    • Look and Feel
                      • ONESOURCE Rebranding
                          • App Menu has moved to the upper left corner of the UTP App
                          • Upon entering the UTP App, you will now see a yellow message bar at the top of the screen. Important notifications and updates from TaxStream will be broadcasted using this feature.
                    • National Jurisdiction
                      • If a unit's Country is not Canada or the United States, you will now see National rather than Federal as the National Jurisdiction option
                    • Position Type
                      • Added NCS/EQ prior concept to allow proper reclassification of amounts when the NCS/EQ option is changed for a position
                      • Changes made to the Journal Entry & Expense Reports and Calculation Support Schedule to accommodate this
                    • Note: Positions cannot be changed from NCS to EQ or EQ to NCS
                  • Reports/Schedules
                    • Expense Report
                    • Changed "Total" column to "Total Impact to ETR" to provide clarification for ¶21(b) disclosure
                    • Item Detail Schedule
                    • Removed (Fed + All States) from header since it was not applicable to this schedule
                  • Settlements
                    • Ability to partially settle a position (non-final modification option)
                    • New workflow for Full Settlements
                    • Note: Settlement modifications cannot be imported in!
                    • Note: For more information about the new settlement workflows, please review the Settlement Guide on the My TaxStream page.
                  • State Apportionment Rates
                    • State Tax and Apportionment Rates broken out; all report calculations have been modified
                    • Rates displayed on the Item Inventory report in Audit Detail view
                    • Note: All existing state positions have had their Apportionment Rates defaulted to 1.
                  • FULL SETTLEMENTS
                  • Workflow Screen
                    • Current Outlook column is pre-populated and not editable
                    • You populate Settlement Outlook column (Enter in Gross Interest and 3 pieces of benefit are calculated for you)
                    • Gray cells are not editable
                    • NLU column is calculated based on your entries in Settlement Outlook column
                  • Reports
                    • SET Columns on reports populated with information from Settlement Outlook column
                    • Any amounts appearing in NLU column will be in Change columns on reports
                    • Ending Balance on reports will be zero
                  • PARTIAL SETTLEMENTS
                  • Workflow Screen
                    • Current Outlook column is pre-populated and not editable
                    • You populate Settlement Outlook and Remaining Balance columns (Enter in Gross Interest and 3 pieces of benefit are calculated for you)
                    • Gray cells are not editable
                    • NLU column is calculated based on your entries in Settlement Outlook and Remaining Balance columns
                  • Reports
                    • SET Columns on reports populated with information from Settlement Outlook column
                    • Ending Balance column on reports populated with information from Remaining Balance column
                    • Any amounts appearing in NLU column will be in Change columns on reports
                  • Rollover
                    • When positions are partially settled, they cannot be modified again in the same dataset.
                    • Once they are rolled over, the workflow will be as populated as possible based on last known values and the applicable amounts from the Remaining Balance column.

                  Patch Notes - Uncertain Tax Positions Application 3.7.2

                  • Bug Fixes
                    • Admin Center
                      • Add/Edit Datasets
                      • Add Labels (on Uncertain Positions tab as well)
                      • Add Labels when none exist
                    • Interest & Penalties Schedule
                      • Now prints to PDF/XLS when Interest Calc On Amount is greater than 10 million (and less than -10 million)
                    • Recalculate Interest
                      • Now correctly calculating and retaining interest when Interest Calc On Amount is greater than 10 million (and less than -10 million)
                    • Reports
                      • Other Tax Adjustment 2 now correctly flowing through to reports
                      • Journal Entry Report in Reporting Currency
                        • Non-Cash & Equity Offset lines: Change & Ending Balance amounts now correctly tying to Payable & Deferred Reports
                    • Canadian Jurisdictions
                      • 13 Canadian provinces are now available as Jurisdictions
                      • Interest rate tables are available for Alberta, Ontario and Quebec
                        • The remaining 10 provinces use the Canadian National interest rate table which is also available.
                        • Note: Functionality to use the Canadian National interest rate table for the Canadian National jurisdiction will be added in the next release (version 4.0).
                    • Look and Feel
                      • New Login page for ONESOURCE Tax Provision Online Provision and the Uncertain Tax Positions Application
                    • Application Load
                      • If you have no units/datasets setup, Admin Users will now be able to enter the UTP App to set them up rather than use Provision Administration to do so
                      • Non-Admin Users will still not be able to enter the App until at least 1 unit and dataset is setup
                    • Report Optimization
                      • Reports (especially Journal Entry) load considerably faster after initial load


                    Patch Notes - UTP App 3.7.1

                    • Bug Fixes
                      • Changing amounts to zero in the workflow (e.g., AIQ, AETBS, etc.) does not require you to type zero twice
                      • Export Summary Categories to Corporate
                      • Export UTP Items no longer exports units to which the user does not have access
                      • Importing �N/A� for Resolved in and Statute of Limitations years no longer gives an error
                      • Penalty 6651 for Federal Positions will calculate, even if Penalty 6662 is not selected


                    RELEASE Notes - Uncertain Tax Positions Application 3.7

                    • Bug Fixes
                      • Filter on Uncertain Positions screen no longer displays “-1” for Resolved in/Expired in Years = N/A
                      • Able to import FX Rates into Admin Center when in a Read Only dataset
                      • Changing amounts to zero in the workflow now stays without having to type zero twice
                      • Import no longer allows modifications to positions which are final
                    • Admin Center: Components
                      • Manage categories and assign them to units
                      • Import/Export Categories and assignments
                    • Admin Center: Users
                      • Edit users, assign user rights, and assign users to units & subconsolidations
                    • General
                      • Settings dropdown menus expanded for Dataset and Unit
                      • When UTP App loads, defaults to My ONESOURCE Tax Provision page
                      • Main Contingency Menu on Uncertain Positions screen now opens on click, not on mouse over
                      • Number of positions in Contingencies Table displayed in the bottom left of the table
                      • Admin Center: Datasets
                        • If Dataset Name is too long, error given when Save is clicked, allowing you to make necessary corrections
                    • Interest
                      • Ability to build custom rate tables for Federal positions
                    • Reports
                      • Additional Group By Options
                        • Payable: C/NC and Unit/C/NC
                        • Expense: Label and Unit/Label
                        • Item Inventory: Unit/Label
                      • Journal Entry
                        • Accrued Interest & Penalties section added to Above the Line and Above the Line – Interest Only views
                        • Penalties separated from Tax in JE Breakout view (Calc Support also)
                    • Workflow
                      • Removed constraint forcing Resolved in Year to be before Expiration Year


                    Release Notes - UTP App 3.6

                    • Bug Fixes
                      • Export Numbers to Corporate
                        • Changed the signs of the Deferred Only After Tax Temp Diffs to avoid doubling in Corporate
                        • Reversed the signs for NCS and EQ to properly offset against the DTA/L as a Balance Sheet Only Adjustment
                      • I&P Schedule now prints correctly to PDF/XLS when Calc on Amount is less than 10 million
                      • Unit-Component Assignment correctly changes when Unit is changed
                      • Amounts in all units correctly showing on reports when a SubConsolidation is being viewed
                      • Import no longer deleting Federal & State Tax Interest rates for existing positions when the FIN48_OTHER tab is blank or not in the import file
                    • Help
                      • User Manual updated with additional instructions for Dataset Merge
                    • My ONESOURCE Tax Provision
                      • Added Known Issues section
                    • Recalculate Interest
                      • If Recalculate Interest is done and status = RO, status will now change to CII
                    • Contact

                    A new email address has been added for the UTP Committee.  Please feel free to email us if you have any comments or suggestions, or if you would like to request new features/functionality for the UTP App.


                    Patch Notes - UTP App 3.5.2

                    • Admin Center
                      • Documentation Manager
                        • Ability to view positions which attachments are assigned to
                      • Note: View Assigned is filtered by Unit, not Dataset
                    • Bug Fixes
                      • Administration
                        • Read Only Users
                          • Fixed rights & display issues with read only users
                      • Data Entry
                        • Add New
                          • Fixed issue with adding Perms and Tax Adjs in Internet Explorer
                        • Export
                          • Export UTP Items no longer exports likelihood information for positions whose response to MLTN question = no
                        • Import
                          • AETBS now correctly imports for positions with positive AIQ
                        • Interest Calculator
                          • Fixed issue with calculating interest using I&P Calculator & Recalculate Interest
                        • Modifications
                          • Fixed issue with marking positions without Interest Start & End dates NLU and EXP
                        • Position Workflow
                          • Removed restriction on Resolved in Year so that when Expired Year is N/A, Resolved in Year can be any year
                      • Reports
                        • Deferred Rollforward & Payable Rollforward
                          • In Reporting Currency, CTA no longer displaying incorrectly in the CTA Change column for EXP positions
                        • Item Documentation
                          • Export to PDF fixed only in “attachments only” view
                        • Interest & Penalties Schedule
                          • Resolved issue with not being able to view I&P schedule for positions without Hot Interest dates
                        • Tabular Payable Rollforward
                          • No longer displaying NaN in Reporting Currency (rare)
                    • Reports
                      • Item Inventory
                        • In Audit & Audit Detail Views: replaced Current Tax (Net) and Deferred Tax (Net) columns with Current Tax (Gross) and Deferred Tax (Gross)
                    • Contact info updated to reflect Support’s new phone number

                    Release Notes - UTP App 3.5


                    • Bug Fixes
                    • Admin Center: Documentation Manager
                      • Displays attachments across datasets for unit you are viewing
                      • Ability to export attachments in a zip file
                    • General
                      • Reports: Export to XLS
                        • Amounts now export as numbers
                      • Export Summary Numbers
                        • Tax Adjustments now export as NC_ in order to be treated properly in Corporate

                    Release Notes - UTP App 3.4


                    • Bug Fixes
                      • Admin Center: Datasets
                      • Admin Center: Labels
                      • Remove UTP Items
                      • Filter by Labels on Reports
                    • Admin Center: Interest & Penalties
                      • View all Interest & Penalties information for positions
                      • Export to Excel
                      • At this time, viewing of full custom tables is unavailable
                    • Dataset Merge
                      • Ability to merge datasets into a full year view
                      • See �Dataset Merge Approach for UTP App v3.4� for more information
                    • Expired/Resolved in Quarter/Year
                      • Option to choose N/A as the Expired and Resolved in Years
                        • Positions with a Resolved in year of N/A will display as NC on Payable & Payable sections of Journal Entry
                    • Export UTP Items
                      • #FIN48_OTHER# - columns I, J, K (Interest Start Date, Interest End Date, Hot Interest Date) now export as Text
                    • Import
                      • Improved import error messages
                    • Reports
                      • Tabular Payable Rollforward
                        • Change to report when in Reporting Currency to further break out CTA

                  Release Notes - UTP App 3.3


                  • Look and Feel – There is a slightly new look and feel to the user interface in version 3.3 of the UTP App.
                    • On the Uncertain Positions screen check out the:
                      • Main Contingency Menu (upper right of the Contingencies table; formerly a row of icons)
                      • Filter (bottom right of Contingencies table; formerly a dropdown in the top left of the table)
                  • Admin Center: Datasets & Reporting Datasets
                    • Add datasets
                    • Manage datasets (copy or rollover)
                  • Calculation Support Schedule
                    • Additional view: JE Breakout
                    • Defaults to detail = “show”
                    • Journal Entry sections now properly account for Non-Cash and Equity positions
                  • Export to Corporate
                    • Summary options are available again and now account for Non-Cash and Equity Positions.
                  • Interest
                    • Interest can now be calculated on negative amounts
                    • Underpayment/Overpayment rate option and ability to import this option
                    • Custom Rate Tables
                      • 2 additional compounding options: Simple & Monthly
                  • Item Detail Schedule
                    • Displays Non-Cash or Equity choice
                    • Displays Deferred Category for Temporary Differences
                    • Displays Federal & State Tax Rates for Interest
                  • Position Workflow
                    • Current Tax Rate tool tip added
                    • When adding a new position, the tax rates entered on the As Filed screen will default to the Unrecognized Position screen (these rates can still be edited)
                    • When modifying a position, the tab order has been corrected
                  • Reports
                    • All
                      • Text boxes are on the 8 main reports so notes can be added to them
                    • Deferred, Payable, Expense, Item Inventory
                      • Enhanced Group By options
                    • Item Documentation
                      • New report which displays positions that have notes &/or attachments along with the notes &/or attachments
                      • Ability to batch print attachments to a zip file
                    • Item Inventory
                      • Audit Detail view: Additional columns now show all of a position’s As Filed Tax Rates
                      • Audit Detail view: Interest start and end dates display for positions with custom rate tables
                    • Journal Entry
                      • Additional views: JE Breakout & NCS/EQ Detail

                  Patch Notes - UTP App 3.2


                  • Dataset Merge
                    • Dataset Merge has been disabled for now
                  • FX Rates
                    • Import & Export of FX Rates permitted by Admin users in the Admin Center
                  • Interest
                    • Custom Rate Table
                      • Available Rates now go up to 25%
                    • Federal & State Rate Tables
                      • Updated until 9/30/08
                  • Item Inventory Report
                    • Text: note added to bottom regarding gross/benefit options
                    • Defaults to “group by: unit” and “subtotal: show”
                    • “Offset” view added to show gross/benefit options for Equity and Non-Cash positions
                  • Period of Resolution & Statute of Limitations
                    • Fixed to check both the quarter and year chosen during the workflow against the dataset year and period (Ex: This will allow you to put a Resolved in or Statute time period of Q2 2008 in a FY 2008 dataset)
                  • Recalculate Interest & Update Interest End Dates
                    • Works for Custom Rate Tables
                      • Update Interest End Dates will update the end date in the last row of your custom table
                  • Reports - General
                    • Group by Years on Payable, Deferred, Expense and Item Inventory Reports
                    • Added dataset year & period and unit/subconsolidation being viewed to the report header
                  • Settlements
                    • New workflow for settlements has been removed for now
                  • Tabular Payable Report
                    • Mouse over ‘Above the Line’ and ‘Above the Line – Interest Only’ now displays ‘Without Interest and Penalties’ and ‘Without Interest’

                  v3.0


                  • New User Interface
                  • Export and Batch Print to Excel
                  • Position Management
                    • Labels
                      • Ability to choose multiple positions and be able to add labels to them in one step.
                    • Event Update
                      • Ability to choose multiple positions and be able to mark them as expired or no longer uncertain.
                      • Ability to choose multiple positions with a "New" status and Remove them.
                    • Interest Calculation
                      • Ability to choose multiple positions to update the end date to be used to calculate interest on the position.
                  • Position Options
                    • Equity
                      • Ability to identify positions as impacting an equity account and taxes payable.
                    • Non-Cash
                      • Ability to identify positions as impacting a balance sheet account and taxes payable.
                    • Temporary Differences
                      • Current/Non-Current Status
                        • Ability to designate whether the deferred tax asset/liability associated with the temporary difference should be classified as Current or Non-Curren
                    • Settlement
                      • New workflow approach to enter a full settlement for a position.
                  • Interest
                    • Configurable Interest for Foreign/Custom Jurisdictions
                      • Ability to "build" a rate table to choosing flat rates for each time period.
                    • Hot Interest
                      • Ability to select if hot interest should be calculated on a position.
                  • Reports
                    • Filter on Labels
                      • Ability to filter all reports on labels.
                    • Tabular Rollforward
                      • Expanded view of the Tabular Rollforward to view the components of the position in columns (Tax, Other Tax, Interest, Penalties, CTA)

                  v2.1.10 - December 2007

                  A) Dataset Merge
                  B) Import UTP Items from File Menu
                  C) Sorting on Expected to be Resolved and Statute of Limitations columns (year only)
                  D) Item Inventory Report - Audit View added
                  E) Batch printing of all reports except Item Annotation
                  F) Export all reports to PDF


                  v2.1.9 - November 2007

                  A) Interest and Penalties Calc Support Report
                  B) Above the Line and Interest Only view added
                  C) Status, rather than Classification, is displayed on reports
                  D) Items list displays Quarter and Year for Expected to be Resolved and Statute of Limitations columns



                  v2.1.8 - November 1, 2007

                  A) Audit Trail Added for Imports
                  B) Filtering and sorting on mani contingencies added (Filter By Label)
                  C) Read Only functionality added
                  D) "Above the Line" and "Interest + Penalties" views added to Uncertain Payable Rollforward, Tabular Payable Rollforward, Journal Entry and Expense Reports.
                  E) Export headers changed
                  F) Export numbers no longer exports data multiple times
                  G) Error where leading zeros were dropped from Exports was fixed
                  H) Imports and Exports now use terms Q1, Q2, Q3 and Q4 instead of M3, M6, M9 and M12
                  I) Export error where state items were located on #UTA# tab was fixed. Not state items are on #STA# tab.


                  Patch Applied on 10/15/2007:

                  Restored code allowing for calculating state liability for interested to function properly.


                  v2.1.7 - October 6, 2007

                  A) Item Inventory report (available in Local Currency Only)
                  B) Item Annotation report
                  C) Open Years and Jurisdictions report
                  D) Interest calculation on tax adjustments
                  E) Audit trail for data review (in Administration)
                  F) Interest Rates updated through 12/31/2007
                  G) Added Federal + All States (gross) view on reports
                  H) Added Ability to filter on Labels


                  v2.1.6

                  A) Import Spreadsheet Added - Added the ability to populate or adjust issues in the UTP module via an import template.  Six Excel sheets are now functional to populate or adjust a position on a prior or current basis. See the PowerPoint tutorial for assistance on how to use the functionality as there are some unique coding and processes. The file that exports from UTP will re-import, but the headings are in the process of being amended.  There is a version of the import template that has more intuitive headings and should assist the user in entering the correct information.
                  B) Interest Rates updated for rate changes through August 31, 2007. State computations enhanced – calculation post FBOS and individual state rates added.
                  C) Added Tabular Rollforward Report for proof of concept.  Jurisdiction view of balances on Federal + State (Gross) basis will be added soon for this and for all reports.  The Currency, Jurisdiction and Unit views are all functioning, but have not been fully tested.
                  D) Items Detail Report enhanced to show a listing of Attachments & Notes for the item.
                  E) Calculation Support Amended for presentation of signs (-/+) and Debit/Credit designations made consistent with the other reports.
                  F) Exchange Rate - Added ability to modify the beginning spot rate for a unit.
                  G) Export Uncertain Tax Positions
                  H) Fixed the duplication of entries when the items are exported


                  Prior Release

                  A) New Items List level report named View Item Detail that shows the entries made for an issue on a pre-tax basis.
                  B)New report named the Uncertain Expense Report that gives item by item support for the current and deferred expense on the Journal Entry Report
                  C) Ability to view all the data in the UTP reports at both a Sub Consolidated and Consolidated level across units
                  D) Ability to view positions in a report on a “gross” basis meaning the Federal and State tax amount (pre-FBOS)
                  E) Sorting of items list in ascending or descending order on Code, Name, Year, Jurisdiction, Classification or Status
                  F) Ability to label items by common traits
                  G) Interest & penalty calculation allows user to generate amounts based on historical rates during a specified period
                  H) Further data integration between UTP & the ONESOURCE Tax Provision Online edition:
                  Pro – the UTP module is the point of entry and results are represented as line items the Provision calculations and reports in the Online edition.
                  Corporate – the items can be exported from the Uncertain Tax Positions (categories & numbers) to an importable format for Corporate.
                  I) Ability to copy and rollover UTP dataset information to migrate to the next period or to make a copy for any reason.