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This article applies to:

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

U.S. Tax Authority Summary report

Purpose

This report shows U.S. transactions by state and authority. It shows summarized audit amounts for each state and authority and the total tax for all selected tax types.
This report gives help with tax return preparation and reconciliation and shows high level summary of tax data, often summarizing a large amount of detail data.
note
This summary report rounds the sum.
Typically, this report's generated once a month.

Audience

Tax preparation professionals who are reconciling the general ledger and preparing U.S. tax returns.

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.
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 data 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.


When filtering on this value, the report shows only the amounts associated with the select value(s). For example, if you filter to show only a particular country, the report shows only the amounts and details for that country - the reported amounts won't reflect the full document amount.

Taxable State(s)
No
None
Lists states where the selected company or companies have tax-relevant transactions.
Authority Type(s)
Yes
None
Lists authority types based on the selected company or companies. May include federal, state, county, and district jurisdictions.
Authority Name
Yes
None
Enter authority names to include in the report.
Document Number
No
None
Enter document numbers to include in the report.
Product Code
No
None
Enter the product codes to include in the report.
Customer Number
No
None
Enter the customer numbers to include in the report.
Vendor Number
No
None
Enter the vendor numbers to include in the report.
Line Gross Amount and Line Gross Amount Operator
No
None
Enter an amount in the text box and then select an operator to filter results on that amount. For example, select > then enter 100 to retrieve all line gross amounts greater than 100.
Tax Amount
No
None
This value will be shown on the document level of the report. Use wildcards to retrieve multiple amounts. Select an operator to filter results on the document tax amount you enter in the field.
Tax Amount Operator
No
None
Enter an amount in the text box and then select an operator to filter results on that amount. For example, select >= and enter 50 to retrieve all tax amounts greater than or equal to 50.
Omit Fully Exempt Transactions
Yes
No
Select to omit fully exempt tax lines or not to include them.
Attributes and Attribute Operators
No
None
Enter any user-defined attributes (mapped fields) in the text box to include as report filters or columns, and then select an operator to filter results on that field.

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