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Summary Reports

Summary reports give you high-level analysis of companies' tax liabilities based on transactional data. This report gives information necessary for tax return preparation and reconciliation.
You can create a summary report by selecting
Insights Home
, and then
Create Report
.
Determination provides different tax rates and fees for the same or different authorities. In summary reports, all tax types get combined in the
Tax Amount
 column.

Line Level Summary report

This report's based on key line level details like product or commodity codes and gives the summation of amounts, such as gross amount, tax amount, fee amount, and exempt amount).
A Line Level Summary report represents the sales or procurement of products and/or services along with their corresponding taxes liabilities.

Tax Level Summary report

This report provides additional details from Line Level Summary reports. It gives insight by authority or jurisdiction.
You can review the summary for an individual authority within a jurisdiction.

This article applies to:

  • Product: ONESOURCE Determination, ONESOURCE Indirect Tax
  • Subject: Reports

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