Table of Contents
- Title and Copyright Information
- Documentation Accessibility
- Documentation Feedback
- 1 Welcome to Tax Reporting
- 2 Setting Your Preferences
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3
Working with Tasks
- Working with Tasks from the Home Page
- Viewing Tasks from the Schedule Tasks Page
- Viewing Supplemental Data Tasks
- Viewing Supplemental Data Analysis
- Updating Tasks from Smart View
- Viewing Tasks from the Navigator
- Viewing Compliance Dashboards
- Working With Views
- 4 Working with Operations
- 5 Working with Forms
- 6 Working with Business Rules
- 7 Viewing Key Information with Infolets
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8
National Tax Process
- National Current Provision
- Using Tax Automation for National Current Provision
- Working with Permanent and Temporary Differences
- Working with Acquisitions: National
- Working with National Deferred Tax
- Working with Tax Rates
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Working with National FX Rates
- FX Rates Single Period
- FX Rates Full Year
- Reviewing FX Rates
- Entering NIBT FX Override Rates
- Enabling Weighted Average Feature
- Calculating the Weighted Average FX Rate Override for NIBT Accounts
- Calculating the Weighted Average FX Rate Override for Other Tax and Book Accounts
- Entering Foreign Exchange Rate and Amount Overrides for Historical Accounts
- Working with RTA (Return to Accrual)
- Tax Account RollForward (TAR)
- Working with the Statutory and Consolidated Effective Tax Rate
- Working with the Statutory and Consolidated Effective Tax Rates Using IFRS Reporting
- Entering the Consolidated Tax Rates IFRS
- Overriding the Consolidated ETR IFRS Tax Rates by Entity
- Working with the Fixed Assets Form
- Data Status and Validation
- Overriding Opening Balance to Create Forecast and Budget Scenarios
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9
Regional Tax Process
- Using Tax Automation for Regional Current Provision
- Regional Current Provision
- Working with Regional RTA (Return to Accrual)
- Working with Acquisitions: Regional
- Working with Regional Tax Account RollForward (TAR)
- Customizing Regional Tax Account RollForward (TAR)
- Working with the Regional Statutory Effective Tax Rate
- 10 Working with Interim Tax Provisioning
- 11 Reviewing Total Tax Dashboards
- 12 Working with Country-by-Country Reporting (CbCR)
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13
Using Ad Hoc for Data Entry and Analysis
- Get Started Performing Ad Hoc
- Creating an Ad Hoc Grid
- Submitting Ad Hoc Data and Saving the Grid Definition
- Accessing an Ad Hoc Grid
- Designing Ad Hoc Grids
- Ad Hoc Grid Keyboard Shortcuts and Quick Data Entry Commands
- Applying Rules to Ad Hoc Grids
- Adding Comments and Attachments
- Adjusting Values
- About Using Line Item Details
- Using Free-Form Ad Hoc
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14
Reviewing and Approving Data
- About Approvals
- Viewing Approval Units
- Approval Unit Actions by Template
- Approval Users and Available Actions
- Approval Unit Status
- Validating Approval Units
- Changing Approval Unit Status
- Approval Unit Ownership
- Adding or Viewing Approval Unit Annotations
- Setting Up Email for Approvals Notification
- Selecting an Alternate Reviewer
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15
Working with the Library
- Using the Library
- Accessing Forms
- Accessing Dashboards
- Assigning Permission to Forms and Dashboards
- Working with Reports
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16
Updating Tasks
- Working with Tasks from the Home Page
- Updating Task Information
- Creating Connections to the Task Manager and Supplemental Data Extensions
- Updating Tasks from Smart View
- Viewing Related Tasks
- Viewing Task History
- Reassigning Tasks
- Submitting Tasks
- Approving or Rejecting Tasks
- Canceling Tasks
- Setting Tasks to Force Close Status
- Exporting Tasks from Task Lists
- Workflow for Teams
- Working with Alerts
- 17 Viewing Schedules
- 18 Monitoring Dashboards
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19
Working with Supplemental Data
- Supplemental Data Process Overview
- Viewing Data in the Supplemental Data Analysis Dashboard
- Saving Supplemental Data Views
- Adding Dimensions for Supplemental Data
- Importing Dimension Members for Supplemental Data
- Exporting Dimension Members for Supplemental Data
- Creating Supplemental Data Ad-Hoc Forms
- Entering Data into Supplemental Data Forms
- Viewing Supplemental Data Forms
- Searching for Records in Supplemental Data Forms
- Deleting All Records in Detail Sections
- Viewing Form History
- Reassigning Users in Supplemental Data Manager
- Submitting, Approving, Rejecting, or Posting Supplemental Data Forms
- Bulk Loading of Data into Collections
- Working with Supplemental Data in Smart View