Configuring Tax Provision

This chapter enables you to perform the product configuration for Tax Provision. Using the configuration utility, you can define the Tax Provision metadata that are required to be displayed within the dashboard prompts, and reports. You can use configuration utility to connect to Tax application, for which you must provide Financial Management server details, thus helping to extract only the metadata information.

Tax Configuration section is divided into two parts:

  • Configure Dashboards

  • Tax System Setup

  To set the Tax Configuration, perform the following steps:

  1. On the Tax Configuration screen, complete the following steps:

    Under Tax Configuration Details, select the required options:

    • Enter the name of the cluster or Server Name on which the Tax application resides.

      Note:

      If you provide incorrect application name, then following validation message is displayed: “This is not a valid application for Tax Configuration. You must provide a valid application details.

    • Enter the Application Name of the Tax application that you will be using with Oracle Financial Management Analytics.

    • Enter the User Name and Password associated with the Tax application. This user requires the appropriate rights and roles to access Tax data.

  2. Click Next.

    Tax–Configuration dialog box is displayed.