7 Log In and Start Checklist for Tax Reporting Users

Welcome to Tax Reporting Users!

Here’s a checklist to help you get going with Tax Reporting on Day 1 of your experience, with links to documentation and other resources.

Note:

Some of this content may not be appropriate for your role (that is, for the activities you’ll be doing in Tax Reporting). If you’re unsure about your role, talk to your service administrator.

This checklist is meant to be a general guideline for tasks to be performed on Day 1 after the Tax Reporting application is ready to use. It is assumed that the Tax Reporting business process, application, and data have already been set up. There may be more or fewer tasks required for this role on Day 1, depending on your organization’s requirements, the application design, and the application roles you have been assigned.

Install clients and configure

1. Make sure your browser meets the prerequisites.

   Read this: Setting Up Browsers for Cloud EPM (10 minutes)

2. Install EPM Automate to remotely perform tasks within Cloud EPM environments (optional).

   Read this: Downloading and Installing Clients (10 minutes)

3. Optional: Install available clients as needed, such as:

   • Smart View (may already be installed)

   • Product-specific extensions

   • Financial Reporting Web Studio

   • EPM Automate

   Read this: Available Clients and Utilities (10 minutes)

Log in and setup

1. Log in to Tax Reporting.

   Read this: Access Cloud EPM (10 minutes)

2. Navigate around the Home page.

   Read this: About the Home Page (5 minutes)

3. Get ready to work in Tax Reporting, such as setting preferences.

   Read this: Setting Your Preferences (15 minutes)

Start using Tax Reporting

1. Start working with Tax Reporting forms and learn how to update data quickly.

   Read this: Working with Forms (15 minutes)

2. Learn the basics of working with your Tax Reporting data.

   Read this: Learning About Applications (15 minutes)

3. Use dashboards and infolets to visualize and work with data.

   Read this: Using Dashboards to Work with Data (10 minutes)

   Read this: Working with Infolets (15 minutes)

   Watch this video: Dashboards Overview (3:39)

   Note:

   To learn how to navigate to dashboards in Tax Reporting, read the Dashboards topic listed above.

4. View summaries of key data with reports and books.

   Read this: Working with Reports (20 minutes)

5. Set up the approvals process for your business users.

   Read this: Managing the Approval Process (15 minutes)

   Watch this video: Setting Up the Approval Process (4:40)

6. Design and customize ad hoc grids for your business users or use ad hoc grids to quickly drill into data slices that are important to you.

   • Read this: Creating an Ad Hoc Grid (15 minutes)

   • Read this: Using Ad Hoc for Data Entry and Analysis (15 minutes)

7. View, analyze, and report on your Tax Reporting data using dashboards, infolets, and reports.

   • Read this: Using Dashboards to Work with Data (15 minutes)

   • Read this: Viewing Key Information with Infolets (15 minutes)

   • Watch this video: Dashboards Overview (3:39)

     Note:

     To learn how to navigate to dashboards in Tax Reporting, read the Dashboards topic listed above.

   • Read this: Working with Reports (20 minutes)