2 Implement Tax Reporting Checklist for Service Administrators

Welcome, Tax Reporting Service Administrators!

Here’s a checklist to help you step through your Tax Reporting implementation, with links to documentation and other resources.

Note:

This checklist is meant to be a general guideline for tasks to be performed for a Tax Reporting implementation. It is assumed that the Identity Domain Administrator has created users and granted predefined roles. There may be more or fewer tasks required for this role on Day 1, depending on the involvement of implementation partners, your organization’s requirements, and the application design.

Review and bookmark the Oracle Fusion Cloud Enterprise Performance Management Operations Guide

1. Open the Operations Guide and review and bookmark the Troubleshooting chapter for resolution information and the Requests chapter for optional updates.

2. Read this: Enrolling in the Implementation Success Program (20 minutes)

Create an application

1. Establish the goals, key objectives, and scope of your application

   Read this: Learning About Applications (15 minutes)

   Read this: Workflow for Creating an Application (15 minutes)

2. From the landing page, create a custom Tax Reporting application via the Application Creation wizard (includes setting up start/end year, frequency, currency, customizing dimensions, and other settings)

   • Read this: Creating an Application (15 minutes)

   • Watch this: Creating a Tax Reporting Application (10 minutes)

   • Watch this: Configuring a Tax Reporting Application (10 minutes)

Set preferences, and dimensions

1. Set default preferences for Tax Reporting users and many aspects of the application and the system, and create announcements for users

   Read this: Specifying Application Settings (15 minutes)

2. Set up dimensions

   • Read this: Working with Dimensions (15 minutes)

   • Read this: Editing Dimensions in the Simplified Dimension Editor (15 minutes)

   • Watch this: Dimensions Overview (3:45)

   • Watch this: Adding and Updating Metadata Using the Dimension Editor (4:29)

Set up user access

1. Grant application-specific roles and assign access permissions to users, groups, and Tax Reporting artifacts

2. Read this: Managing Security (15 minutes)

3. Read this: Managing Users and Roles (15 minutes)

4. Watch this: Understanding Security (2:33)

Load data and configure

1. Load data or Enter data

   Read this: Importing Data (15 minutes)

   Read this: Working With Forms (15 minutes)

   Watch this: Loading Data in Tax Reporting (2:24)

2. Build effective and efficient business rules

   Read this: About Calculation Manager (20 minutes)

   Read this: Working With Business Rules (15 minutes)

3. Create infolets for entering data

   Read this: Viewing Key Information With Infolets (15 minutes)

Perform tasks

The following tasks may be done in any order and are optional depending on your application requirements:

1. Set up an approvals process for data

   Read this: Managing the Approval Process (15 minutes)

   Watch this video: Setting Up the Approval Process (4:39)

2. Set up navigation flows to control how roles or groups interact with Tax Reporting

   Read this: Understanding Navigation Flows (15 minutes)

3. Browse the Table of Contents in the Administering Tax Reporting guide to see if other tasks are required for your implementation

   See this: Administering Tax Reporting (30 minutes)

Communicate with your users

When the application is ready for use, broadcast the URL of the environment to users.

Follow your company’s process for communicating with users.