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 with Oracle Enterprise Performance Management Cloud for Administrators guide. You may also be interested in the Getting Started with Oracle Enterprise Performance Management Cloud for Users guide.

• Meet the browser and other requirements in "Working with EPM Cloud Components" in Getting Started with Oracle Enterprise Performance Management Cloud 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 EPM Cloud.

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 with Oracle Enterprise Performance Management Cloud for Administrators.

• Configure Sender Policy Framework (SPF) record for Oracle Cloud Emails. See "Configuring SPF Record for Oracle Cloud Email Verification" in Getting Started with Oracle Enterprise Performance Management Cloud for Administrators.

• Understand security and create users and assign roles. See "Securing EPM Cloud" in Getting Started with Oracle Enterprise Performance Management Cloud 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.

  Note:

  Use the Readiness App to see new features from October, 2021 and onwards. Use the EPM Cloud Feature tool to see features released from March, 2018 through June, 2023 only; it will not be updated after June, 2023.