Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 About Tax Governance
- 2 About Tax Operations
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3
Setting Up Tax Operations
- Starting the Application
- Setting Up the System
- Setting Up Users
- Assigning Security Roles
- Assigning Access Rights
- Managing System Settings in Tax Operations
- Defining Years and Periods
- Managing Attributes
- Managing Alert Types
- Managing Integration Types
- 4 Managing Tax Operations Teams
- 5 Navigating in Tax Operations
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6
Managing Task Types
- Task Types
- Creating Task Types
- Setting Task Type Properties
- Setting Task Type Parameters
- Specifying Task Type Instructions
- Assigning Task Type Attributes
- Specifying Task Type Questions
- Working With Task Type Rules
- Viewing Task Type History
- Editing Task Types
- Viewing Task Types
- Searching for Task Types
- Importing Task Types
- Exporting Task Types
- Deleting Task Types
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7
Managing Templates
- Creating Templates
- Opening Templates
- Adding Tasks to Templates
- Editing Templates
- Importing Tasks into Templates
- Task Import File Format
- Exporting Tasks to Microsoft Excel
- Reassigning Users
- Creating Schedules from Templates
- Manually Validating Templates
- Viewing Templates
- Searching for Templates
- Deleting Templates
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8
Managing Tasks
- Creating Tasks
- Setting Task Properties
- Setting Task Parameters
- Specifying Task Instructions
- Selecting the Workflow
- Adding Task Questions
- Setting Task Access
- Setting Task Predecessors
- Applying Task Attributes
- Working With Task Rules
- Viewing Task History
- Working with the Task Dialog Box
- Importing and Exporting Tasks
- Editing Tasks
- Sorting Tasks
- Searching for Tasks
- Moving Tasks
- Cutting, Copying, and Pasting Tasks
- Reopening Tasks
- Submitting Tasks
- Approving or Rejecting Tasks
- Managing Task Reassignments
- Workflow for Groups and Teams
- Performing Group or Team Tasks
- Deleting Tasks
- Aborting Tasks
- Adding Comments
- Updating Tasks from Smart View
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9
Managing Schedules
- Creating Schedules
- Manually Creating Schedules
- Setting Required Task Parameters
- Opening Schedules
- Editing Schedules
- Adding Tasks to Schedules
- Deleting Tasks from Schedules
- Importing Tasks into Schedules
- Updating Tasks in Schedules
- Reassigning Users
- Authorizing System-Automated Tasks
- Setting Schedule Status
- Viewing Schedule History
- Validating Schedules
- Locking Schedules
- Viewing Schedules
- Searching for Schedules
- Deleting Schedules
- 10 Using Report Binders in Tax Operations
- 11 About Tax Supplemental Schedules
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12
Setting Up Tax Supplemental Schedules
- Starting Tax Supplemental Schedules
- Setting Up Users
- Assigning Security Roles
- Assigning Access Rights in Tax Supplemental Schedules
- Managing System Settings
- Defining Integrations
- 13 Managing Tax Operations Teams
- 14 Navigating in Tax Supplemental Schedules
- 15 Working With Dimensions
- 16 Working With Data Sets
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17
Managing Form Templates
- Creating Form Templates
- Deleting Form Templates
- Duplicating Form Templates
- Deploying a Form Template to a Data Collection Period
- Un-Deploying a Form Template to a Data Collection Period
- Validating Supplemental Data Total Against a Financial Management Account Balance
- 18 Working with Forms
- 19 Managing Data Collection Workflow
- A Standard Currency Codes
- B Supported Time Zones in Organization Units
- C Order of Precedence Rules for Tax Operations