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:
|
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 | 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. |
Related Content
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Standard reports
Format:
Article,
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