Overview: Within Active Ledger & Reporting, firms can add an Income Tax Reconciliation page available for use when creating a report. The 'Import Tables' feature can quickly bring in the income tax reconciliation data from the client's Active Workpapers binder when creating a report.
Please refer to the Glossary for definitions of key terms used in this article.
For administrators
Adding Income Tax Reconciliation page
From the Ledger Admin Centre, click on Page Templates.
The following screen will show. There is already an Income Tax Reconciliation page created however it has been marked as inactive by default. Click on the Income Tax Reconciliation page as below.
Ensure you untick the 'Inactive' checkbox.
Scroll to the Content section, hover over the bottom of the box and click the + button. Select More....
Select to add a Financial Table.
Click anywhere on the financial table and add the following text in the 'Linked Name Range' box: 'ReportExport_TaxRecFull'.
Click Close.
Once complete, click Save and Close.
The Income Tax Reconciliation page will now show as active.
Note: If you want to include this Income Tax Reconciliation page as a standard page in your report template, see the following support article for general guidance of how to do this: How to customise report masters.
For users
Adding Income Tax Reconciliation page to a report
Note: This step is only required if your administrator has not added the Income Tax Reconciliation page to the relevant report master. If this step does not apply to you, skip to the 'Link Active Workpapers binder' section.
After the Income Tax Reconciliation page has been added by the administrator, users will be able to generate a report with this page in it.
Navigate to Active Ledger and create a financial report as below. Select the Report Pages tab.
Note: For more information on how to create a report, see the support article: How to create and manage reports.
Click + Add Page and select Income Tax Reconciliation. Rearrange the order of the report pages if necessary.
Link Active Workpapers binder
Firstly, open the Active Workpapers binder and navigate to the tax reconciliation. Ensure the 'Displayed Layout' is set to Report View.
Navigate back to the Setup tab in the Active Ledger report and select the dropdown menu on Link to Active Binder.
Select the relevant binder that contains the tax reconciliation and press Import Tables.
As the Income Tax Reconciliation page already has the relevant named range linked to it, it will automatically pick up the tax reconciliation data in the binder, indicated by the green tick. Click Import.
Click Generate Report to run the financial report, including the tax reconciliation, as below.
Note: If any changes have been made to the imported tables (i.e. tax reconciliation in this case), ensure you repeat the process of importing these tables as they DO NOT automatically reimport.