Registering Tax Reporting Applications

You register and modify Tax Reporting applications using a wizard that prompts you for information, such as the external application settings, connection URL, and dimensions.

Before you begin:

  • Ensure that you have the Application - Create role to register an application. After the registration, you are automatically granted the Owner permission on the application and the default view.

    Note:

    The Service Administrator assigns roles, see Understanding Application Roles and Permissions.
  • Decide which dimensions you want to register. You can register six dimension types to be managed in Oracle Enterprise Data Management Cloud: Account, Custom, Entity, Jurisdiction, Movement, and From Currency. Each dimension type is valid for specific cubes.

    Note:

    For Custom dimensions, you select the valid cubes during registration. See Registering Tax Reporting Application Settings and Dimensions.
    Dimension Type Valid Cubes for the Dimension
    Account Consolidation (Consol), Rates, Country by Country Reporting (CbCR), and Config
    Entity Consol, Rates, CbCR, and Config
    Jurisdiction Consol, CbCR, and Config
    Movement Consol, CbCR, and Config
    From Currency Rates

    Note:

    The Consol cube is always created. The other cubes get created depending on the application settings that you select during registration. See Registering Tax Reporting Application Settings and Dimensions

    You cannot create additional cubes.

    When you register an application, properties for each dimension get created automatically. In addition to the standard properties, some additional properties unique to Tax Reporting get created depending on your application settings. See Predefined Properties for Tax Reporting Applications.

  • For new applications, the data storage properties for the cubes (for example, PLN.Data Storage (Consol)) are automatically set to be derived from the application default data storage property (PLN.Data Storage). See Derived Properties.

    Note:

    Modifying an existing application's registration and editing an existing cube will not automatically set the data storage property for the cube to be derived from the application default. If you want the value for the cube data storage property to be derived from the application default, you must set up an application override. See Editing Property Parameters.

To register a Tax Reporting application:

  1. From Applications, click Register.
  2. Select Tax Reporting.
  3. Enter an application name and description.

    Note:

    The application type, name and description are displayed in the Application list.
  4. If you are using a local csv (comma-delimited) file for your dimension, skip the next step.
  5. If you are connecting to an external application, click Add, and define the connection settings. You can add multiple application connections.
    Field Valid Values Example: connecting to an external application

    Connection Name

    Enter a required connection name, unique to this application.

    TRCS Cloud Connection

    Connection Description

    Enter an optional description.

    Use this connection to connect to a Tax Reporting application.

    Instance Location

    Enter a connection URL to the external application in the format:

    https://InstanceName-Cloud_Account_Name.EPM_Cloud_Family.Data_Center_Region.ocs.oraclecloud.com/Context

    See Sample EPM Cloud URLs in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators

    Identity Domain

    Enter the identity domain of the external application (not required for OCI (Gen 2) URLs).

    Note:

    This is the same as the Cloud Account Name used in the Instance Location.
    epmid

    Username

    Enter an authorized user name

    Note: The user must be a Service Administrator of the external application, and they cannot be authenticated using corporate SSO (identity provider) credentials.

    tom.smith

    Password

    Enter a password.

    xxxxxxxx

    Primary Connection

    Select this check box to make this the default for importing from and exporting to the external application.

     
  6. Review the application summary information, and then click Create.

    Note:

    The application and default view are created and set to draft mode. The default view name is the same as the application name you specified above.
  7. Continue the registration, see Registering Tax Reporting Application Settings and Dimensions.