Longview Tax elearning Library Table of Contents. June 2016 Edition

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1 Longview Tax elearning Library Table of Contents June 2016 Edition

2 Longview Tax elearning Library Table of Contents Topics Topic # Module Name Time (min.sec)* Longview Tax Introduction Modifying Display Details in Input Apps and Reports 1.01 What is Longview Tax? 3.23 What are the basic concepts? 5.54 What are the tax roles? 2.03 How do I sign on to Longview Tax? 2.30 How do I navigate in Longview Tax? 6.26 What is the input apps and reports naming convention? 1.19 How do I use the Symbol Selector? How do I select symbols? 1.29 How do I specify display options? 1.33 How do I expand and collapse hierarchies? 3.17 Longview Input Apps 1.03 How do I open Input Apps? 2.32 How do I freeze rows and columns? 2.35 How do I apply filters? 1.00 How do I search input apps? 2.04 How do I view fixed dimensions? 0.51 How do I view instructions? 0.51 How do I view batch or event status? 1.28 How do I copy and paste data? 1.35 How do I refresh data? 1.30 How do I add comments? 1.25 How do I attach files? 3.11 How do I open and save attachments? 1.13 How do I delete attachments? 1.45 How do I submit data? 0.50 How do I specify print options? 2.03 How do I print an input app? 1.10 How do I export input apps to Excel? 1.31 Longview Analysis and Reporting 1.04 How do I open a report? 2.34 How do I select new symbols and change dimensions? 1.45 How do I enable and disable conditions on the web? 1.25 How do I refresh data? 1.00 How do I view comments? 1.00 How do I view file attachments? 1.48 How do I specify browser settings for shading and background detail? 1.43 How do I print a report? 2.18 How do I specify web browser settings for ActiveX? 1.52

3 Longview Tax elearning Library Table of Contents Longview Analysis and Reporting (cont.) How do I export reports to Excel? 2.13 Administrative 1.05 How do I access administrative reports? Settings Reports 1.43 Calculation 1.06 How do I access calculation reference reports? Reference Reports 1.28 National Annual 1.07 What is the National Annual Tax Provision process? 3.09 How do I review the Chart of Accounts data? 1.52 How do I update and review the National Tax Rates? 2.14 How do I review automation settings? 3.38 How do I update and review return tax rates and the report to provision? 5.38 How do I update the current provision? 3.40 How do I update temporary differences? 2.40 How do I review and update acquisition information? 1.38 How do I review the deferred tax rollforward? 5.36 How do I review effective tax rate and total provision? 3.27 How do I review reconciliation reports? 1.54 How do I update the tax account rollforward? 3.17 What is the tax JE and comparative income tax note disclosure? 1.36 Regional Actual What is the Foreign Exchange in Longview Tax? What is the regional annual tax provision process? 1.41 What is the national benefit of region? 1.16 How do I update and review the regional tax rates? 2.00 How do I review automation settings? 1.36 How do I update and review return tax rates and the return to provision? 2.26 How do I update the current provision? 2.05 How do I update temporary differences? 1.59 How do I review and update acquisition information? 1.53 How do I review the deferred tax rollfoward? 5.17 How do I review effective tax rate and total provision? 2.23 How do I review reconciliation reports? 1.35 National Interim 1.09 What is the national interim tax provision? 1.55

4 National Interim (cont.) Regional Interim Longview Tax elearning Library Table of Contents What is the automation of net income before tax and permanent and temporary differences? 2.06 How do I update the interim current provision? 2.31 How do I update and review gross temporary difference and deferred tax forecast? 2.49 How do I review forecast tax expenses? 2.11 How do I review and update the interim ETR & discrete items? 1.44 How do I review the interim allocation? 1.45 How do I review the deferred tax rollforward interim? 1.25 How do I review the interim tax account rollforward? What is the regional interim tax provision? 1.07 How do I update the interim current provision? 1.48 How do I update and review gross temporary difference and deferred tax forecast? 2.13 How do I review the forecast tax expense? 2.10 How do I review the update the interim ETR & discrete items? 1.53 How do I review the interim allocation and deferred tax rollfoward interim reports? 1.33 Longview for Excel 1.11 How do I launch Longview for Excel? 1.05 How do I change the settings? 7.25 How do I create a data query? 2.08 How do I select symbols for a data query? 3.38 How do I set the orientation for a data query? 1.20 What options can I edit in a data query? 4.32 How do I create a symbol query? 1.40 How do I use the KFCELL function? 2.51 How do I use the KFDESC function 2.12 How do I use create a data query using KFCELL? 3.24 How do I use the KFATTRIBUTE function? 2.19 How do I create a symbol lookup 2.02 Longview Add-In for Office 1.12 How do I connect to the Longview Add-In for Office? 2.36 How do I create a data query? How do I refresh data in a worksheet and workbook? 3.24 How do I use the data drill option? 3.02 How do I use the reorient option? 2.30 How do I create a symbol query? 7.37 How do I create an attribute query? 6.01 How do I use the LVCELL function? 2.26

5 Longview Tax elearning Library Table of Contents Longview Add-In for Office (cont.) How do I use the LVDESC function? 2.15 Longview Tax Admin Introduction 2.01 What are the administrative user groups? 1.30 What are the administrative categories? 2.00 What is the administrative toolbar? 2.47 What are attributes? 4.37 System Settings 2.02 How do I use the System Settings Editor? 4.32 The Entities Editor 2.03 How do I open the Entities editor? 1.07 How do I create a new jurisdiction? 3.34 How do I create a new legal entity grouping? 5.46 How do I create a new legal entity? 9.17 How do I copy the settings of an existing legal entity? 2.14 The Net Income Before Tax Editor The Book-Tax Difference Editor The Current and Deferred Tax Editor The Tax Account Rollforward Data Transfer Editor The Interim Accounts Editor Entity and Account Settings Currencies Editor and Foreign Exchange Longview Tax Information Distribution Locks and User Submissions 2.04 What is the net income before tax automation? 2.42 How do I create a new net income before tax adjustment? What is the permanent and temporary difference automation? 2.19 How do I create a new book-tax difference? 7.26 How do I copy the settings of an existing booktax difference? How do I edit the deferred tax settings? How do I use the Tax Account Rollforward Data Transfer Editor? How do I use the Interim Accounts editor? How do I set up deferred tax netting? 2.46 How do I set up net operating loss automation? 2.55 How do I set up the balance sheet method? How do I set up new currencies? 4.27 How do I modify the foreign exchange rate used by an element? 2.02 How do I input tax and foreign exchange rates? How do I update the welcome message? 1.51 How do I update the calendar? How do I view details of existing locks? 3.46 How do I delete a lock? 1.12 How do I view user submissions? 3.57 Users and Groups 2.13 How do I add a user? 3.09 How do I add a group? 3.03 How do I modify user and group properties? 6.54

6 Users and Groups (cont.) Longview Tax elearning Library Table of Contents How do I copy user and group properties? 2.24 How do I delete users and groups? 1.36 How do I reset user passwords? 1.08 What are the symbol access rules? 3.25 Loader Files 2.14 How do I export Loader Files? 2.30 How do I create Loader File Templates? 2.12 How do I import Loader Files? 3.58 Loading Trial Balance Data NIBT Adjustment Accounts Tax Calculations 2.15 How do I add a new general ledger account? 2.38 How do I import chart of accounts data? How do I add a new NIBT adjustment account using loader files? 6.51 How do I manually run a tax calculation 2.17 process? 3.49 Events 2.18 What is the Events tool? 2.18 How do I filter events? 2.22 How do I view related symbols? 1.47 How do I delete event information? 1.54 Events Status 2.19 What is the Events Status tool? 2.45 How do I view event status for a symbol? 1.30 How do I export event status to Excel? 0.58 Log, History, and 2.20 Error Files How do I view Log, Error, and History files? 2.21 Symbol Maintenance 2.21 How do I access Application Administrator? 1.14 How do I search for symbols? 1.35 How do I delete a symbol? 1.39 Longview Analysis 2.22 What is Longview Analysis and Reporting? 1.50 and Reporting How do I select symbols for a Data Query? 2.43 How do I create a data query? 1.27 How do I expand and collapse symbols? 3.50 How do I modify query options? 2.30 How do I format a data query? 4.25 How do I modify number format for a symbol? 1.35 How do I modify number format within a cell? 1.23 How do I modify the number format in a data query? 1.36 How do I hide and unhide symbols 1.07 How do I suppress data? 1.19 How do I highlight data? 1.14 How do I filter data? 1.12 How do I save a data query? 0.43 How do I export a data query to Excel? 1.27 How do I create a calculated variance symbol? 4.19 Creating Reports 2.23 How do I create a report in A&R? 0.48

7 Creating Reports (cont.) Longview Tax elearning Library Table of Contents How do I expand and collapse symbols in a report? 3.01 How do I navigate through a report? 1.09 How do I format the title, header, and footer in a report? 2.49 How do I change the fixed symbols display? 1.11 How do I change the scaling display? 1.20 How do I change how columns and rows are displayed? 2.23 How do I change the report body settings? 1.53 How do I set printer settings? 1.17 How do I format a symbol in a report? 1.29 How do I format a cell in a report? 1.47 How do I find a specific symbol? 1.23 How can I add blank rows or text labels in a report? 1.26 How do I change where the row symbols appear? 1.05 How do I change the symbols that appear in a report? 1.41 How do I save a report? 1.09 How do I create and save a template? 5.30 How do I publish a template? 1.04 How do I categorize a report template? 1.42 System Rollover 2.24 How do I use the rollover tool? 5.16 How do I run a restatement? 2.41 Server Manager 2.25 How do I start, stop, reset, and check status of the servers? 3.24 How do I run a connected users report? 1.49 How do I open, analyze, and archive log files? 2.37 *Time is approximate as modules contain elements in which students must interact and progress the course based on applying knowledge.

Longview CPM elearning Library Table of Contents. January 2017 Edition

Longview CPM elearning Library Table of Contents January 2017 Edition Topics Topic # Module Name Longview CPM elearning Library Table of Contents Time (min.sec)* Introduction to Longview 1.01 What is Longview