Company Configuration report

The Company Configuration report includes 4 sub-reports: company preference, established authorities, registrations, and locations.

Company preference

The Company Preference sub-report gives you level data for 1 or more Determination companies. You can configure these settings in
Companies
.

Established authorities

This sub-report gives you establishment (nexus) data for 1 or more Determination companies. You can configure these settings in
Basic Setup
,
Tax Jurisdiction
.
Zone
Authority type default
Authority established
Information presented
All
Yes
Yes
Only zone level information gets displayed with authority level as Null.
None
No
No
No record on report.
All
Yes
No
Zone level + authority level information gets displayed on record.
All
No
Yes
Zone level + authority level information gets displayed on record.
None
Yes
No
No record on report.
None
No
Yes
Zone level + authority level information gets displayed on record.

Registrations

This sub-report gives you registration data for 1 or more Determination companies. You can configure these settings in Basic Setup, Tax Jurisdiction. This is most common for international companies.

Locations

This sub-report generates configured locations on a per company basis. You can also limit the output by city, state, and other criteria. You can configure these settings in
Reference Data
,
Locations
,
Location Sets
.

Input controls and parameters

Parameter
Required
Default
Description
Company Name(s)
Yes
None
Lists all companies in the database that are available to the current user. Select 1 or more company names.
Tax Data Type
Yes
None
Identify 1 of these sources of data type depending upon the company setup: United States, International, ALL.
Registration Group
Yes
DEFAULT
The registration group of selected company and by default, only default group available.
Location
No
None
Any location/location set created as part of configuration for the company. Lists where you can search location name, a location code, or general delivery code.
Country(s)
No
None
Lists countries where the selected company or companies have tax obligations per location setup. Select 1 or more countries.
Province
No
None
Lists provinces where the selected company or companies have tax obligations per location setup. Select 1 or more provinces.
State(s)
No
None
Lists states where the selected company or companies have tax obligations per location setup. Select 1 or more states.
County
No
None
An optional county on which to search.
City
No
None
An optional city on which to search.

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