Which Tasks Do I Do First?

Read through this topic completely before performing any of the tasks using Tax Reporting.

• Familiarize yourself with the contents of the Getting Started Guide for Administrators . You may also be interested in the Getting Started Guide for Users.

• Meet the browser and other requirements in Browser,Smart View, and Excel Usage Information in Getting Started Guide for Administrators.

• Get familiar with Tax Reporting by accessing the Academy, and watching videos such as the following:

  • Overview: Getting Started With Tax Reporting Cloud
  • Overview: Tour of Tax Reporting Cloud
  • Creating a Tax Reporting Application in Oracle Tax Reporting Cloud
  • Overview: Configuring a Tax Reporting Application
  • Overview: Understanding Security in Tax Reporting Cloud
  • Overview: Working With Metadata in Tax Reporting Cloud
  • Overview: Loading Data in Tax Reporting Cloud
  • Configuring Entities and Jurisdictions in Tax Reporting Cloud
  • Configuring Permanent Differences in Tax Reporting Cloud
  • Configuring Temporary Differences in Tax Reporting Cloud
  • Overview: Supplemental Data in Tax Reporting Cloud
  • Overview: Country by Country Reporting with Oracle Cloud EPM

For Administrators:

Get familiar with these additional features:

• Understand daily backups and maintenance time actions. See Backing Up and Restoring an Environment Using the Maintenance Snapshot in Getting Started Guide for Administrators

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• Configure Sender Policy Framework (SPF) record for Oracle Cloud Emails. See Configuring SPF Record for Email Verification in Getting Started Guide for Administrators.

• Understand security and create users and assign roles. See Secure Access to Cloud Environments by Oracle, Creating User, and Assigning Roles to Users in Getting Started Guide for Administrators.

• Review Readiness Information: Links to the Oracle Cloud Readiness site for Tax Reporting, where you can review information about what’s new in each release.