Oracle Cloud EPM Tax Reporting
Use these checklists on your first day! Follow the steps to do initial tasks like set up your environment, log in, enter data, analyze forms and use reports. The checklists are organized by predefined roles for Service Administrators, Power Users, Users, and Viewers.
Select your predefined role, then use a checklist to get started on your first day.
Service Administrator
As a Service Administrator you are a Tax technical leader. For example, you can manage application security for forms, reports, dimensions, and integrations. You can create and migrate applications, set up maintenance and backups, and perform all functional activities.
Power User
As a Power User you are a Tax Manager or Regional Controller for business unit(s) responsible for Tax Reporting. You manage several functional areas in Tax Reporting. For example, you can create and maintain forms, task lists, reports, control approval processes, perform actions on approval units, load data, and manage business rules.
User
As a User you are a Tax analyst. You can enter and submit data, analyze forms, drill through to source data, and consolidate data.
Viewer
As a Viewer you may be a Tax Director/Executive or other Finance person. For example, you can view and analyze data through forms and data access tools, including reports and ad hoc grids.