Tax Reporting Assistant

This EPM Assistant enables Service Administrators to download AI agent templates for integrating Cloud Enterprise EPM or Cloud EDM with Fusion AI Agent Studio. 

A Tax Reporting Assistant is now available. It is packaged as a downloadable ZIP file on the Downloads page. Extracting the ZIP file provides access to the following assistant definition file: Tax RTA Assistant.json

Tax RTA Assistant for Users helps users create Return to Accrual (RTA) posting configurations through an AI-driven, guided experience. Users can set up automation across multiple entities and jurisdictions in natural language (English). To create an RTA configuration, the assistant requires key inputs such as Scenario (optional), RTA Source Year(s), Posting Period, Posting Year, Entity(s), and/or Jurisdiction(s).

All user and assistant activities are audited within the Tax Reporting application.

Business Benefit: The Tax Reporting Assistant improves the user experience by reducing manual effort and minimizing errors, enabling faster and more consistent RTA automation across entities and/or jurisdictions.

Steps to enable and configure

Use the steps in How to Use EPM Assistants with AI Agent Studio in Getting Started Guide for Administrators.

Key resources