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U.S. Tax Summary report

Purpose

This extract summarizes U.S. and U.S. territory taxes calculated and recorded in Determination. It's intended to be uploaded to ONESOURCE Indirect Tax Compliance for use in returns preparation. The extract is summarized at the authority level.
This report doesn't include any transactions that have an NL tax type or any transactions that have both a zero (0) tax amount and a zero (0) exempt amount.

Audience

Tax preparation professionals who are responsible for U.S. indirect tax returns and compliance activities.

Parameters

Parameter
Required
Default
Description
Company Name(s)
Yes
None
Lists all companies in the database that are available to the current user. Select one or more company names.
Start Date
Yes
None
Enter the date or use the calendar to select the date. The date must be in YYYY-MM-DD format.
End Date
Yes
None
Enter the date or use the calendar to select the date. The date must be in YYYY-MM-DD format.
Date Type
Yes
Transaction
Identifies 1 of the following date types for transactions in the database:
  • Transaction - The date range is based on the date the tax calculation occurred for the document.
  • Document - The date range is based on document dates.
  • Fiscal - The date range is based on fiscal dates indicated by each transaction.
Tax Type(s)
No
None
Lists tax types defined in Determination that are available for the selected companies.
Taxable State(s)
No
None
Lists states where the selected company or companies have tax-relevant transactions.
Group By Criteria
No
None
Lists values for grouping report results. You can select 1 or more of the following:
  • Business location
  • Document number
  • Document and line number
  • Exempt reason
  • Tax geocode
Business Location
Yes
None
Identifies which document attribute or line attribute stores the business location.
Attributes & Operators
No
None
Select 1 or more attributes to include as report filters or columns.

This article applies to:

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

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