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