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