Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Creating and Running an EPM Center of Excellence
- 2 Welcome to Tax Reporting
- 3 Setting Your Preferences
- 4 Working with Operations
- 5 Working with Forms
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6
Using Dashboards to Work with Data
- Understanding Dashboards
- About Dashboard Versions
- Viewing Dashboards
- Working with Dashboard 1.0 Dashboards
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Working with Dashboard 2.0 Dashboards
- Working with the Dashboard 2.0 Global Toolbar
- Working with Dashboard 2.0 Components
- Working with Forms 2.0 Grids in Dashboard 2.0
- Drilling Through on Charts and Legends
- Working with POVs in Dashboard 2.0
- Opening the Member Selector in Dashboards 2.0
- Working with Dashboard 2.0 Dashboards in Navigation Flows
- Working with Master Forms and Details in Dashboard 2.0 Components
- Support for Valid Intersections in Dashboard 2.0 Dashboards
- About Quick Analysis
- Reviewing Total Tax Dashboards
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7
Using Ad Hoc for Data Entry and Analysis
- Get Started Performing Ad Hoc
- Creating an Ad Hoc Grid
- Submitting Ad Hoc Data and Saving the Grid Definition
- Performing Calculations Without Having to Submit Your Changes (Calc on the Fly)
- Accessing an Ad Hoc Grid
- Designing Ad Hoc Grids
- Ad Hoc Grid Keyboard Shortcuts and Quick Data Entry Commands
- Applying Rules to Ad Hoc Grids
- Adding Comments and Attachments
- Adjusting Values
- About Using Line Item Details
- Printing Ad Hoc Grids
- Using Free-Form Ad Hoc
- 8 Using the Member Selector
- 9 Working with Business Rules
- 10 Viewing Key Information with Infolets
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11
Working with National Tax Process
- National Current Provision
- Using Tax Automation for National Current Provision
- Working with Permanent and Temporary Differences
- Working with Acquisitions: National
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Working with National Deferred Tax
- National Deferred Tax Row Headings
- Classifying Deferred Tax Assets and Liabilities
- Working with Deferred Tax Not Recognized (DTNR) for IFRS
- Working with Deferred Tax Post DTNR for IFRS
- Working with Balance Sheet and Profit and Loss (P&L) Approach in Tax Reporting
- Working with Configurable Deferred Movement Members
- Working with Tax Rates
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Working with National FX Rates
- FX Rates Single Period
- FX Rates Full Year
- Reviewing FX Rates
- Entering NIBT FX Override Rates
- Enabling Weighted Average
- Calculating the Weighted Average FX Rate Override for NIBT Accounts
- Calculating the Weighted Average FX Rate Override for Other Tax and Book Accounts
- Entering Foreign Exchange Rate and Amount Overrides for Historical Accounts
- Working with Amount Override and Rate Override for Tax Accounts
- Working with RTA (Return to Accrual)
- Working with Tax Account RollForward (TAR)
- Working with the Statutory and Consolidated Effective Tax Rate
- Working with the Statutory and Consolidated Effective Tax Rates Using IFRS Reporting
- Entering the Consolidated Tax Rates IFRS
- Overriding the Consolidated ETR IFRS Tax Rates by Entity
- Data Status and Validation
- Overriding Opening Balance to Create Forecast and Budget Scenarios
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12
Working with Regional Tax Process
- Using Tax Automation for Regional Current Provision
- Working with Regional Current Provision
- Working with Regional RTA (Return to Accrual)
- Working with Acquisitions: Regional
- Working with Regional Tax Account RollForward (TAR)
- Customizing Regional Tax Account RollForward (TAR)
- Working with the Regional Statutory Effective Tax Rate
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13
Managing Tax Loss/Credit by Year of Expiration
- Accessing Tax Losses/Credits Expiration Forms
- Working with Tax Losses/Credits Expiration Forms
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Example Use Cases
- Use Case 1: Year of Expiration as No Expiration
- Use Case 2: Year of Expiration with a Year < (start year of application + 20 years)
- Use Case 3: Year of Expiration with a Year > (start year of application + 20 years)
- Use Case 4: Year of Expiration for Parent Account
- Use Case 5: Year of Expiration for Parent Multi-GAAP
- 14 Working with Filing Groups
- 15 Working with Interim Tax Provisioning
- 16 Configuring Tax Analytics
- 17 Working with Country-by-Country Reporting (CbCR)
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18
Reviewing and Approving Data
- About Approvals
- Viewing Approval Units
- Approval Unit Actions by Template
- Approval Users and Available Actions
- Approval Unit Status
- Validating Approval Units
- Changing Approval Unit Status
- Approval Unit Ownership
- Adding or Viewing Approval Unit Annotations
- Setting Up Email for Approvals Notification
- Selecting an Alternate Reviewer
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19
Working with the Library
- Using the Library
- Accessing Forms
- Accessing Dashboards
- Assigning Permission to Forms and Dashboards
- Working with Reports
- 20 Working with Task Manager
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21
Working with Supplemental Data
- Supplemental Data Process Overview
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Working with Supplemental Data Forms
- Accessing Supplemental Data Forms
- Updating Supplemental Data Forms
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Managing Supplemental Data Forms
- Creating Supplemental Data Ad-Hoc Forms
- Submitting, Approving, Rejecting, or Posting Supplemental Data Forms
- Viewing Supplemental Data Forms
- Saving Supplemental Data Views
- Entering Data into Supplemental Data Forms
- Searching for Records in Supplemental Data Forms
- Deleting All Records in Detail Sections
- Working with Supplemental Data Forms in Smart View
- Viewing Data in the Supplemental Data Analysis Dashboard
- Bulk Loading of Data into Collections
- 22 Working with Alerts
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23
Working with Views and Filters
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Working with Filters
- About Filters
- Viewing the Existing Saved Filters
- Creating a New Filter
- Using the Filter Bar to Adjust Your View
- Clearing Filter Conditions
- Removing a Filter
- Editing a Filter
- Duplicating a Filter
- Saving a Filter
- Applying a Saved Filter
- Deleting a Filter
- Displaying Columns for Filters
- Reordering Columns for Filters
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Working with Views
- About Views
- Working With List Views
- Working with Pivot Views
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Working with Chart Views
- Overview of Chart Views
- Creating Chart Views
- Example: Creating a Chart to Display Task Status by Month
- Example: Creating a Chart to Display Plan versus Actual End Date
- Example: Creating a Chart to Display Task Execution by Organization Unit
- Example: Creating a Chart to Display Forms and their Status
- Example: Creating a Chart to Display Period and Status (with Description) of the Form Template
- Working With Gantt Chart Views
- Working With Calendar Views
- Saving Views
- Editing Saved Views
- Setting a Default View
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Working with Filters
- 24 Working with Dashboards