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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