Reporting

Reference chart for the Reporting tab:

Reporting

Parameters

Tax Provision

 

 

Enhanced View

 

Hide  Deductible State Tax Detail

 

Add GAAP-STAT Report

 

GAAP-STAT Tag

 

     Additional GAAP -STAT Tag  

 

GAAP-STAT Classes

 

    Additional GAAP -STAT Classes

 

Add CSC Breakout View

 

Exclude State Non-Cash Tax Adj from Fed Prv Rpt

 

 

Effective Tax Rate

Enhanced View

 

Add CSC Breakout Report

 

Add Consolidated PTBI Reconciliation

 

 

Regulated

Expanded (FERC) View

 

    TD for 410. x Column

 

    TD for 411. x Column

 

    TD for Debits/Credits Column

 

 

Export to Returns

 

 

Export to CCH

 

Export to CorpTax

 

Export to ONESOURCE Income Tax

 

Export to Vertex

 

 

Deferred Balances

 

 

Enhanced View

 

Subtotal Column Placement

 

Subtotal Column Name

 

Ending Def Balance Post Tag and Event Type

 

Add CSC Breakout View

 

Add Deferred Workpaper Report

 

 

State Level

Enhanced View

 

Add Expected Deferred Report

 

Add State Tax Prov Rpt Breakout Report

 

    Limit States on State Tax Prov Rpt Breakout

 

Limit Units on State Tax Prov Rpt Breakout

 

Hide state report menu when no states?

 

Hide state report details when no states?

 

 

Formatting

 

 

Add Report Header

 

Add Report Footer

 

Set Print Pages Wide

 

Client Name in Reports

 

Reporting Currency Name in Report Headers

 

Treat Codes as Text in Excel

 

Extension of Client Name in Reports

 

Number of Decimal Places for Rates

 

Number of Decimal Places for FX Rates

 

Use Parenthesis for Negative Numbers

 

 

APIC Pool

 

 

APIC Pool Data Entry + Report

 

 

Other

 

 

Remove Sequential RDS Constraints

 

Allow Multiple Local Currencies on Reports

 

Add + Define BS Offset Summary Report

 

Add Year to Date (YTD) Reports

 

Enable Advanced Plug-In Reports

 

UK Proof and P+L Reports

 

Enable VA Contra Accounts for the Net Deferred Report

 

Show Legacy Reports Tab