Accounting learning tool

Deferred Tax Balance Roll-Forward Calculator

Reconcile a net deferred tax balance using opening amount, profit-or-loss movement and equity movement.

Runs locally

Inputs and results stay in this browser. Currency symbols are illustrative; use any consistent currency.

Closing net deferred tax liability$102,000.00
Total deferred tax charge$24,000.00
Balance reversal rate12.07%

Understand Deferred Tax Balance Roll-Forward

One idea, three depths

Choose how deeply to explain Deferred Tax Balance Roll-Forward

Deferred Tax Balance Roll-Forward: Reconcile a net deferred tax balance using opening amount, profit-or-loss movement and equity movement.

Age 5Explain it to a 5-year-oldStart with a picture

Imagine using Deferred Tax Balance Roll-Forward to answer this question: reconcile a net deferred tax balance using opening amount, profit-or-loss movement and equity movement? Enter Opening net deferred tax liability, Deferred tax charge in profit or loss, Deferred tax charge in equity or OCI, and 1 other input; the calculator shows Closing net deferred tax liability. Try changing one number and watch what happens to Closing net deferred tax liability. The answer tells you Closing net deferred tax liability.

Age 15Explain it to a 15-year-oldConnect it to the formula

Deferred tax is calculated from temporary differences and enacted tax rates. Asset recognition and offset rules require framework-specific review. The rule is Closing net deferred tax liability = opening balance + P&L charge + equity charge − settlements. Its input values are Opening net deferred tax liability, Deferred tax charge in profit or loss, Deferred tax charge in equity or OCI, Reversals and settlements, and the main result is Closing net deferred tax liability. Try changing one number and watch what happens to Closing net deferred tax liability.

CollegeExplain it at college levelState the model precisely

This calculator evaluates one accounting relationship within a consistent entity, currency, reporting period and recognition policy. The implemented relation is Closing net deferred tax liability = opening balance + P&L charge + equity charge − settlements, evaluated from Opening net deferred tax liability, Deferred tax charge in profit or loss, Deferred tax charge in equity or OCI, Reversals and settlements to produce Closing net deferred tax liability. Deferred tax is calculated from temporary differences and enacted tax rates. Asset recognition and offset rules require framework-specific review. Recognition, measurement, tax, consolidation, foreign-currency and disclosure rules may require adjustments under the accounting framework that applies to the entity.

What this accounting tool does

Reconcile a net deferred tax balance using opening amount, profit-or-loss movement and equity movement.

Why the relationship works

Deferred tax is calculated from temporary differences and enacted tax rates. Asset recognition and offset rules require framework-specific review.

The accounting formula

Closing net deferred tax liability = opening balance + P&L charge + equity charge − settlements

Inputs and period consistency

This model uses Opening net deferred tax liability, Deferred tax charge in profit or loss, Deferred tax charge in equity or OCI, Reversals and settlements. Use the same reporting period, currency, entity boundary and accounting policy for every input.

What the result means

The primary output is Closing net deferred tax liability; supporting outputs include Total deferred tax charge, Balance reversal rate. Trace each amount back to the relevant ledger or statement line before relying on it.

Limits of this compact model

The calculator teaches one relationship. Recognition, measurement, tax, consolidation, foreign-currency and disclosure rules may require additional adjustments under the framework that applies to the entity.

Supporting sourcesAcademic referencesPrimary standards, textbooks and complete citations

Standards, reading and academic references

Use the calculator as the worked interaction, then consult the primary standards and academic textbooks listed below. MW SysArc links to the original sources; the explanation on this page is original and does not reproduce them.

Principles of Accounting, Volume 1: Financial Accounting

Read the free OpenStax financial accounting textbook
Cite this book
APA 7
Franklin, M., Graybeal, P., & Cooper, D. (2019). Principles of accounting, volume 1: Financial accounting. OpenStax. https://openstax.org/books/principles-financial-accounting/pages/1-why-it-matters
MLA 9
Franklin, Mitchell, et al. Principles of Accounting, Volume 1: Financial Accounting. OpenStax, 2019, https://openstax.org/books/principles-financial-accounting/pages/1-why-it-matters.
Chicago author-date
Franklin, Mitchell, Patty Graybeal, and Dixon Cooper. 2019. Principles of Accounting, Volume 1: Financial Accounting. Houston, TX: OpenStax. https://openstax.org/books/principles-financial-accounting/pages/1-why-it-matters.

OpenStax entries are free to read online. Follow the licence shown on each linked source before redistributing or adapting its content.

Reuse the page responsiblyCite this pageAPA, MLA, Chicago, Harvard, BibTeX and RIS

These formats cite this calculator page itself. They are separate from the academic references above, which support the mathematical method and terminology.

APA 7

MW SysArc. (2026, July 21). Deferred Tax Balance Roll-Forward Calculator. MW SysArc Tools. https://accounting.mwsysarc.com/deferred-tax-rollforward

MLA 9

MW SysArc. “Deferred Tax Balance Roll-Forward Calculator.” MW SysArc Tools, 21 July 2026, https://accounting.mwsysarc.com/deferred-tax-rollforward. Accessed 26 Aug. 2026.

Chicago 17

MW SysArc. “Deferred Tax Balance Roll-Forward Calculator.” MW SysArc Tools. Published July 21, 2026. Accessed August 26, 2026. https://accounting.mwsysarc.com/deferred-tax-rollforward.

Harvard

MW SysArc (2026) ‘Deferred Tax Balance Roll-Forward Calculator’, MW SysArc Tools. Published 21 July 2026. Available at: https://accounting.mwsysarc.com/deferred-tax-rollforward (Accessed: 26 August 2026).

BibTeX and RIS records

BibTeX

@misc{mwsysarc_deferred_tax_rollforward_2026,
  author = {{MW SysArc}},
  title = {Deferred Tax Balance Roll-Forward Calculator},
  howpublished = {MW SysArc Tools},
  year = {2026},
  url = {https://accounting.mwsysarc.com/deferred-tax-rollforward},
  note = {Published July 21, 2026; accessed August 26, 2026}
}

RIS

TY  - ELEC
AU  - MW SysArc
TI  - Deferred Tax Balance Roll-Forward Calculator
T2  - MW SysArc Tools
PY  - 2026
DA  - 2026-07-21
Y2  - 2026-08-26
UR  - https://accounting.mwsysarc.com/deferred-tax-rollforward
N1  - Published July 21, 2026
ER  -

Clear answers

Frequently asked questions

What does the Deferred Tax Balance Roll-Forward do?

Reconcile a net deferred tax balance using opening amount, profit-or-loss movement and equity movement.

How does the Deferred Tax Balance Roll-Forward work?

The calculator applies Closing net deferred tax liability = opening balance + P&L charge + equity charge − settlements. Deferred tax is calculated from temporary differences and enacted tax rates. Asset recognition and offset rules require framework-specific review.

What can I learn from the Deferred Tax Balance Roll-Forward?

You will connect Opening net deferred tax liability, Deferred tax charge in profit or loss, Deferred tax charge in equity or OCI, Reversals and settlements to Closing net deferred tax liability, then see how the relationship belongs in the accounting process.

Does MW SysArc receive or store what I enter?

No. The calculation runs locally in your browser. MW SysArc does not receive or store your calculation inputs.

How should I use the result?

Use the result as an educational or reconciliation reference. Confirm the reporting period, accounting policy and source records before relying on it.

Last reviewed . Calculations tested .

MW SysArc Certified