Tax Box Allocation Reports
This topic includes details about the tax box allocation reports.
Overview
The tax box allocation reports lists transaction that are allocated to tax boxes and those that are exceptions. You can use these reports as a basis for preparing tax returns.
Tax box allocation reports include:
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Tax Allocations Listing Report: Lists transactions within a tax period and the tax boxes that the transactions are allocated to. It enables you to list transactions within a specific document number range. The report lists tax-related information and tax boxes assigned to recoverable and nonrecoverable amounts.
The following figure is an example of the report:
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Tax Allocation Exception Report: Lists the transactions that are not allocated to any tax box in the most recent run of the Tax Allocation Process. It provides tax-related information for each transaction line.
The following figure is an example of the report:
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Tax Box Return Preparation Report: Lists taxable and tax amounts grouped by tax declaration box numbers for periodic or annual allocations. Use the report as a basis for preparation of tax returns.
The following figure is an example of the report:
Key Insights
Before running the tax box allocation reports, run the Tax Reporting Selection Process which is based on the Tax Reporting Ledger.
Report Parameters
The following table lists some selected parameters used while generating these reports.
Parameter |
Description |
---|---|
Tax Calendar Period |
Specify the tax period to be included for reporting tax. |
Source |
Indicate whether transactions with input tax, output tax, or both are reported. |
Reallocate |
Indicate whether to reallocate tax boxes for all matched transactions or for only not allocated or in error tax transactions. |
Report Periodicity |
Indicate the type of tax box allocation rule used to determine whether the tax box rule is applied for periodic tax returns or annual tax returns. |
Tax Calendar Year |
Select the reporting year for annual allocation amounts. You can also report transactions on an annual basis. |
Summarization Level |
Use this option to view the report in one of the following formats: Detail, Summary, or Both. |
The following table shows the combination of parameter values that are valid:
Reporting Periodicity |
Tax Calendar Year |
Tax Calendar Period |
---|---|---|
Periodic |
N/A |
Period (example May 2017) |
Annual |
Year (example, 2017) |
N/A |
Frequently Asked Questions
The following table lists frequently asked questions about the tax allocation reports.
FAQ |
Answer |
---|---|
How do I find this report? |
Schedule and run this report from the Scheduled Processes work area on the Navigator menu. |
Who uses this report? |
|
When do I use this report? |
Use these reports to:
|
What type of report is this? |
Oracle Analytics Publisher |