Snapshots
Last updated on 2025-07-21
Overview
At Pillar 2 | Calculation | Home, you can create a new snapshot, manage existing snapshots, and select a snapshot that will be presented in the other workspaces under Calculation.
Note: Only users with the necessary authorization can create, view, or delete a snapshot.
This article contains the following sections:
Selecting a Snapshot
While newly created snapshots are selected automatically, you have to manually select a snapshot from the drop-down after logging into the Pillar 2 module. The module does not auto-select an existing snapshot.
To change between snapshots, open the Home workspace. Selecting a snapshot from Overview, Allocations, or C1 to C5 is not possible.
Managing Snapshots
The table at Pillar 2 | Calculation | Home shows all snapshots created for the selected period. Every row of this table represents a different snapshot. In this area, you can, for example, view a list of snapshots, review validations, or export the table as an Excel or pdf file.
Display Options
By default, the snapshots are sorted in reverse chronological order, that is, the most recent snapshot appears at the top of the table. However, in addition to using the timestamp, you can sort by name, report interval, type, jurisdiction, previous snapshot, currency, comment, TQ version, or BRG version by clicking the symbol on the right side of the respective cell. To reverse the sorting order, for example, to sort chronologically, click the symbol again.
Filter options for snapshots
Validations
As part of the calculation process, the Pillar 2 module automatically validates new snapshots. The leftmost column of a row shows the results of this validation: a green checkmark in a circle indicates a successful validation, whereas a red exclamation mark in a triangle indicates a failed validation.
Validation of snapshots
Clicking the magnifying glass in the second column shows the validation results in detail.
In case of a failed validation, there are two types of messages:
- An error message, caused by missing or incorrect data.
- A warning that indicates that an election was not exercised as expected.
Note: A warning means that, based on the data available in the Pillar 2 module, most users should change how they exercise the election in question. The warning does not mean that the user must make this change to proceed or even that making the change is always the preferable option. If in doubt, users should seek advice from a tax professional.
Additional Options
In the Home workspace, you can also do the following:
- By clicking the page symbol in the third column of the table, you can create an Excel report. The information in this report is identical to that in sections C1 to C5 of the Calculation.
- By clicking the trash can symbol in the fourth column, you can delete a snapshot.
Additional Columns
The columns starting with Name provide additional information:
- The Name of the snapshot
- The length of the Report Interval in months
- The snapshot Type
- Global
- Limited country
- The Jurisdiction
- Various for global snapshots
- ISO-code and name for limited country snapshots
- The name of the Previous Snapshot
- The Currency used in the calculation for the snapshot
- An optional Comment, the TQ Version, and the BRG Version
- The Timestamp when the snapshot was created
Creating a Snapshot
You can create two different types of snapshots:
- Global snapshots that include all entities in all jurisdictions
- Limited-country snapshots that only include the entities in a single jurisdiction
To create a global snapshot:
- In the Home workspace, click Perform Calculation.
- Enter a unique Name for the snapshot.
- Select the following:
- Global Snapshot from the Snapshot Type drop-down menu.
- Currency.
- Number of Months in reporting period.
- Click Start Calculation.
To create a limited-country snapshot:
- In the Home workspace, click Perform Calculation.
- Enter a unique Name for the snapshot.
- Select the following:
- Limited Country Snapshot from the Snapshot Type drop-down menu.
- Jurisdiction.
- Currency.
- Number of Months in reporting period.
- Click Start Calculation.
