Overview of Reports

Overview of basic reports and available reporting levels. Click a link to view information about a specific report.

Report Name	Dataset Type	Unit	Filing Group	Consol	Sub-Consol
Federal
Forecast Rate	Intrm	ü	ü	ü	ü
Forecast Deferred Provision	Intrm	ü	ü	ü	ü
Forecast True Up	Intrm			ü	ü
Tax Provision	Prov/Est Pymt	ü	ü	ü	ü
Tax Provision GAAP - STAT	Prov/Intrm	ü	ü	ü	ü
Tax Provision - Interim	Intrm	ü		ü	ü
Federal Est Pymt	Est Pymt	ü		ü	ü
Effective Tax Rate	Prov/Intrm	ü	ü	ü	ü
Effective Tax Rate – Breakout	Prov				ü
Deferred Balances	Prov/Intrm	ü	ü	ü	ü
Deferred Workpaper	Prov/Intrm	ü		ü	ü
Expected Deferred Rate	Prov/Intrm			ü	ü
NOL Balances	Prov/Intrm	ü		ü	ü
NOLs Expiration	Prov/Intrm	ü	ü	ü	ü
Temporary Difference Summary	Prov/Intrm	ü		ü	ü
Temporary Difference Summary (Fed Filing Group)	Prov		ü	ü	ü
Net Deferred Tax Assets/Liabilities	Prov/Intrm	ü		ü	ü
Unit Summary	Prov/Intrm		ü	ü	ü
Foreign/Domestic Summary	Prov/Intrm	ü		ü	ü
Payable Rollforward	Prov/Intrm	ü	ü	ü	ü
Payable Detail	Prov/Intrm	ü	ü	ü	ü
AMT Estimator	Prov/Est Pymt		ü
Tax Basis Balance Sheet	Prov/Intrm	ü		ü	ü
Tax Basis Income Statement	Prov	ü		ü	ü
Trial Balance - Balance Sheet	Intrm	ü		ü	ü
Trial Balance - Income Statement	Intrm	ü		ü	ü
Flow Through	Prov	ü		ü	ü
APIC Pool Summary	Prov/Intrm	ü		ü	ü
Journal Entry Reports	Prov/Intrm	ü		ü	ü
Attachments Review	Prov/Intrm	ü		ü	ü
User Status	Prov/Intrm			ü
State/Jurisdiction
State Summary	Prov
Forecast State Rate	Intrm	ü		ü	ü
Provision Summary	Prov/Est Pymt/Intrm	ü		ü	ü
State Est Pymt Summary	Est Pymt			ü	ü
State/Unit Summary	Prov/Intrm	ü		ü	ü
Deferred Balances	Prov/Intrm	ü		ü	ü
Expected Deferred Rate	Prov//Intrm			ü	ü
State Specific	Prov
Tax Provision	Prov/Est Pymt/Intrm	ü		ü	ü
Legacy Tax Provision	Prov/EstPymt	ü		ü	ü
State Est Pymt	Est Pymt	ü
Deferred Balances	Prov/Intrm	ü		ü	ü
Payable Rollforward	Prov/Intrm	ü		ü	ü
Payable Detail	Prov/Intrm	ü		ü	ü