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  1. Home
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  4. Tax Reporting

Oracle EPM Tax Reporting

On this 'How Do I...' page, select a graphic to access documentation, videos, and tutorials for various tasks.
Set Up and
Configure
Administer
and Use
Monitor and
Maintain

Discover Oracle Cloud EPM Tax Reporting

Activate Subscription

  • Activating an EPM Cloud Subscription
  • Creating Identity Domain Administrators and Service Administrators
  • Creating an EPM Cloud Instance

Configure Environments

  • Overview of Creating a Business Process
  • Configuring Tax Reporting

Set up Security Components

  • Configuring Single Sign-On
  • Setting up Secure Access Using Allowlist
  • Managing User Credentials
  • Restricting Access Using Sign-On Policies
  • Customizing the Logout URL
  • Understanding EPM Cloud Security Compliance Features
  • Video  Managing Users and Assigning Roles

Troubleshoot Issues

  • Resolving Order Processing Issues

Establish EPM CoE

  • Setting up and Using the EPM CoE
  • Video  Overview of Security and Roles in Cloud EPM
  • Video  Understanding Security in Tax Reporting Cloud

Create Users

  • Creating Users
  • Creating Many Users at Once Using a Batch File

Create Groups for Environment Access

  • Creating Identity Cloud Groups and Assigning Predefined Roles

Assign Environment Access

  • Understanding Tax Reporting Predefined Roles
  • Assigning Predefined Roles to Users

Create Application Groups to Assign Application Roles

  • Creating Application Groups and Adding Members (Users)
  • Assigning Application Roles to Groups

Assign Artifact Access

  • Working with Access Permissions
  • Permission Types

Assign Data Security

  • Defining Cell-Level Security
  • Defining Valid Intersections
  • Video  Managing Valid Intersections

Security and Access-Related Reports

  • Generating User, Group, and Role Assignment Reports
  • Viewing Access Permission Reports

Automate Security Tasks

  • Using REST APIS to Mange Users, Roles, and Groups
  • Creating Users Using EPM Automate
  • Assigning Roles Using EPM Automate
  • Using EPM Automate to Create Access Control Groups
  • Using EPM Automate to Add Users to a Group
  • Using EPM Automate to Add One User to Many Groups

Troubleshoot Issues

  • Resolving User, Role, and Group Management Issues
  • Resolving Login Issues
  • Dealing with Down Environments

Create an Application

  • Video  Tour of Tax Reporting Cloud
  • Creating the Tax Reporting Application
  • Video  Creating a Tax Reporting Application
  • Video  Getting Started with Tax Reporting Cloud
  • Working with Dimensions
  • Importing Metadata
    • Importing Metadata
    • Importing Metadata Using EPM Automate
    • Exporting Metadata Using a REST API
  • Video  Working With Metadata in Tax Reporting Cloud

Create an Application by Migrating a Snapshot

  • What Snapshots Can I Migrate to EPM Cloud?
  • EPM Enterprise and Standard Cloud Migration Paths
  • Available Legacy EPM Cloud Snapshot Migration Paths

Create a Sample Application

  • Creating the Sample Application

Connect Environments

  • Connecting EPM Cloud Environments
  • Video  Configuring Navigation Flows

Configure Maintenance and Content Upgrade Time

  • Setting the Maintenance Start Time from a Screen
  • Setting the Maintenance Start Time using EPM Automate
  • Setting the Maintenance Start Time using a REST API
  • Setting Content Upgrade Start Time from a Screen

Install Clients and Utilities

  • Available Clients and Utilities
  • Downloading and Installing Clients (Smart View, EPM Automate, etc.)
  • Installing EPM Automate
  • Video  Setting up Smart View

Enable Application Features

  • Enabling Application Features
  • Video  Configuring a Tax Reporting Application
  • Video  Configuring Entities and Jurisdictions in Tax Reporting Cloud

Application Models

  • Application Models

Understand Tax Provision Process

  • Tax Provision Process

Administer Tax Reporting

Prepare

  • Managing the Application
  • Configuring the Mapping
  • Working with Tax Automation
  • Working with EPM Automate
  • Import and Export with Data Integration

Calculate Tax

  • Setting Up Tax Rates
  • Consolidating Data
  • Working with Return to Accrual Automation

Generate Tax Filings

  • Setting up CBCR Automation
  • Video  Setting Up Country By Country Reporting (CbCR) in Tax Reporting
  • Working with Current Tax Payable Automation

Generate Roll Forward

  • Working with TAR Automation

Work with Tax Reporting

Prepare

  • Working with Forms
  • Working with Dashboards
  • Working with Ad Hoc

Calculate Tax

  • National & Regional Tax Rates
  • Reviewing & Approving Data
  • Working with Tasks

Generate Tax Filings

  • Working with Country-by-Country Reporting

Generate Roll Forward

  • Working with National Tax Account RollForward
  • Working with Regional Tax Account RollForward

Integrate Metadata and Data Using Native Import

  • Importing Metadata
  • Exporting Metadata
  • Importing Data
  • Video  Loading Data in Tax Reporting Cloud
  • Exporting Data

Integrate and Synchronize Data

  • Getting Started with Data Integration
  • Defining an Integration
  • Video   Setting Up Data Integrations in Tax Reporting Cloud
  • Running an Integration
  • Video   Running and Updating Data Integrations in Tax Reporting Cloud
  • Using the Integration Pipeline
  • Understanding Tax Reporting Integration
  • Using Data Maps for Synchronizing Essbase Data
  • Video  Creating a File-Based Data Integration
  • Video  Defining Mapping Rules for an Integration
  • Video  Setting Data Integration Options
  • Tutorial  Loading Data Using Data Integration

Connect to On-premises and 3rd Party Data Sources

  • Understanding the EPM Integration Agent
  • Extracting Data from On-premises Data Sources
  • Using the Agent with an Autonomous Database
  • Configuring the Agent for Drill-through
  • Video  Using the EPM Integration Agent

Troubleshooting and Performance Tuning

  • Troubleshooting the Integration
  • Performance Tuning

Integrate Dimensions and Mappings Using Enterprise Data Management

  • Video  Understanding Applications
  • Registering Your Application
  • Importing Dimensions
  • Video  Importing and Exporting Application Data
  • Exporting Dimensions
  • Creating Mapping Viewpoints
  • Video  Mapping Data Across Applications
  • Exporting Mapping Data

Automate Metadata and Data Integration

  • Using Jobs
  • Using Export and Import EPM Automate Commands
  • Using Export and Import REST APIs

Design and Create Forms

  • Form Design Considerations
  • Video  Designing Forms
  • Managing Forms
  • Additional Form Components
  • Creating Dynamic User Variables
  • Adding On-Demand Rules to Forms
  • Creating Smart Push to Move Data Across Cubes
  • Creating Business Rules to Calculate Data
  • Working with Business Rules to Calculate Data

Form Design Best Practices and Troubleshooting

  • Resolving Form Functional and Performance Issues
  • Best Practices for Designing Business Rules
  • Troubleshooting Business Rule Errors and Performance
  • Resolving Issues with Smart Push

Use Forms

  • Entering Data in Forms
  • Video  Entering and Saving Data
  • Tutorial  Entering Data

Use Ad Hoc

  • Using Ad Hoc for Data Entry and Analysis
  • Video  Designing Ad hoc Grids
  • Video  Creating Ad Hoc Grids
  • Video  Working in Ad Hoc Grids

Design and Manage Dashboards

  • Understanding the Power of Dashboards
  • Creating and Managing Dashboards 2.0
  • Video  Designing Dashboard 2.0
  • Video  Creating Dashboards
  • Video  Creating Waterfall Charts
  • Video  Creating Quick Analyses
  • Video  Creating Tables, Spark, and Tile Charts
  • Video  Creating a Geomap

Use Dashboards

  • Video  Overview of Dashboards
  • Using Dashboards to Work with Data

Design and Create Reports

  • Designing Reports
  • Learning Path  Designing Reports
  • Video  Adding Report Objects
  • Working with Grids
  • Video  Applying Conditional Formatting and Suppression
  • Video  Applying Conditional Text to Reports
  • Video  Zooming in on Parent Members in Report Grids
  • Video  Grouping Dimensions in Grids
  • Video  Drilling to Content in Management Report Grids

Other Report Design Topics

  • Working with Text Boxes
  • Working with Images
  • Working With Charts
  • Video  Creating Charts
  • Defining Members
  • Working with Shared Reports and Objects
  • Using Functions

Create and Edit Books and Bursting Definitions

  • Working with Books
  • Video  Creating Books
  • Video  Working with Book Sections
  • Working with Bursting
  • Video  Creating Bursting Definitions

View and Interact with Reports

  • Previewing a Report
  • Viewing Reports
  • Learning Path  Viewing Reports
  • Video  Viewing and Interacting with Reports
  • Working with Reports in Smart View
  • Responding to Report Prompts
  • Zooming in on Parent Members
  • Drilling to Content, Drill Through, and Cell Attachments

View and Interact with Books

  • Accessing Books
  • Previewing a Book
  • Viewing a Book

Install and Configure Smart View for Office

  • Smart View Requirements
  • Downloading and Installing Smart View
  • Video  Setting up Smart View
  • Enabling EPM Cloud Features (Extensions)
  • Accessing Business Processes
  • Connecting to Data Sources

Use Smart View for Office

  • Video  Managing Data Using Smart View in Tax Reporting Cloud
  • Setting Options
  • Working with Data and Data Cells
  • Viewing and Modifying Data in Forms
  • Video  Entering and Saving Data
  • Using Functions to Perform Operations in Cells
  • Video  Analyzing Data
  • Performing Ad Hoc Analysis
  • Video  Creating Basic Ad Hoc Reports
  • Video  Creating Advanced Ad Hoc Reports
  • Working with Reports
  • Using the EPM Books Extension
  • Working with Tasks in Smart View
  • Working with Supplemental Data Forms in Smart View
  • Working with Dimensions and Members

Configure Smart View (Mac and Browser)

  • Understanding Prerequisites
  • Creating and Saving the Manifest File
  • Deploying the Manifest File to Office 365 Users
  • Connecting to Smart View (Mac and Browser)
  • Video  Deploying Smart View (Mac and Browser)

Use Smart View (Mac and Browser)

  • Working with Data
  • Viewing and Modifying Data in Forms
  • Performing Ad Hoc Analysis
  • Using Functions to Retrieve and Send Data
  • Working with Reports
  • Working with Books
  • Working with Dimensions and Members
  • Video  Introducing Smart View (Mac and Browser)

Use VBA Functions to Develop Applications

  • Developing Applications Using VBA Functions

Troubleshoot Issues

  • Smart View for Office
  • Smart View (Mac and Browser)

Automatic Back up of Environments

  • Overview of the Maintenance Snapshot
  • Archival, Retention and Retrieval of Daily Snapshots

Restore Environments Using Backup

  • Uploading Backups to EPM Cloud Using Migration
  • Setting Import Options in Migration
  • Uploading Files Using EPM Automate
  • Copying a Snapshot or File from Another Environment
  • Copying Snapshot from Oracle Object Storage
  • Importing a Snapshot Using Migration
  • Importing a Snapshot Using EPM Automate

Back up the Environment

  • Create Full Backup of the Environment
  • Backing up the Environment Using Migration
  • Creating a Snapshot by Running Daily Maintenance
  • Using the Maintenance Snapshot of the Environment
  • Understanding Oracle's Maintenance Snapshot Retention Policy
  • Create Incremental Backup of Artifacts and Data
  • Repeating a Previous Export Using EPM Automate
  • Exporting the Business Process or Artifacts Using a REST API
  • Video  Migrating and Updating Application Artifacts

Clone an Environment

  • Using Migration
  • Using EPM Automate
  • Using a REST API

Recreate or Remove Application

  • Removing a Tax Reporting Application
  • Recreating Environments Using EPM Automate
  • Recreating Environments Using a REST API (V2)

Download and Store Backups

  • Downloading the Maintenance Snapshot Using Migration
  • Downloading Snapshots and Files Using EPM Automate

Troubleshoot Clone, Export, and Import Issues

  • Resolving Clone Environment Issues
  • Resolving Import, Export, and Backup Errors

Use Jobs from the Application

  • Tax Reporting Job Types
  • Scheduling Jobs
  • Viewing Jobs
  • Editing and Deleting Jobs

Use EPM Automate

  • Commands to Perform Tax Reporting Activities
  • Sample EPM Automate Scripts to Automate Routine Activities
  • All EPM Automate Commands
  • Video  Using EPM Automate
  • Resolving EPM Automate Issues
  • Understanding EPM Automate Error Messages

Use REST APIs

  • Tax Reporting REST APIs
  • Migration REST APIs
  • User Management REST APIs
  • Diagnosing REST API Issues

Install EPM Automate

  • Installing: Windows
  • Installing: Linux/UNIX/macOS X

Monitor Performance, Activities, and Usage

  • Using the Activity Report
  • Contents of the Activity Report
  • Using Access Logs
  • Using Oracle Cloud EPM Portal Metrics

Health Check

  • Requesting a Health Check for an Environment

Use Provide Feedback to Get Help

  • Reporting Issues to Oracle
  • Video  Collecting Diagnostic Data to Submit
  • Video  Collecting and Submitting Diagnostic Data

Join Customer Connect

  • Joining Oracle Cloud Customer Connect

Troubleshoot Environment Issues

  • Troubleshooting EPM Cloud Issues
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