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U.S. State Summary report

Purpose

This report gives help with tax return preparation and reconciliation. It shows a high level summary of tax data.
This report also gives audit amounts by state to aid in reconciliation to the general ledger. It's useful as a starting point toward reconciliation by identifying which state totals don't match state totals in the general ledger.

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 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
Company Role(s)
Yes
None
Select Buyer, Middleman, or Seller. If nothing's selected, all roles are reported.
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 will not 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)
No
None
Lists authority types based on the selected company or companies. May include federal, state, county, and district jurisdictions.
Omit Fully Exempt Transactions
Yes
No
You can select to omit fully exempt tax lines or not to.
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.

This article applies to:

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

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