Return and digital tax reporting analytics
Analytic reports give administrators visibility into return generation volumes and Digital Tax Reporting (DTR) usage across licensed jurisdictions.
Use these 3 analytic reports to track system utilization, measure automation adoption, and optimize compliance workflows across clients and countries. All reports draw from automated data across selected time periods.
Access restrictions
Only administrators can access these reports. This restriction enforces data governance and gives oversight teams control over compliance activity across all jurisdictions and clients.
Business impact
Administrators and oversight teams can use these reports to:
- Accurately track system utilization across all licensed jurisdictions.
- Measure the adoption of automation and DTR capabilities.
- Make informed, data-driven decisions to optimize compliance workflows.
- Eliminate compiling data manually and unplanned reporting efforts.
Report parameters
Parameter | Description |
|---|---|
Start Date | Defines the beginning of the reporting period. |
End Date | Defines the end of the reporting period. |
Return Summary Count report
This report provides a summary of the total volume of returns clients create across all countries.
Use this report to:
- Monitor overall return generation activity per client and country.
- Identify high-volume jurisdictions immediately.
- Track trends in return creation across selected time periods.
Return Breakdown report
This report provides a detailed backend view with granular analytics for individual returns across all countries and clients.
Each record includes:
- Dataset details
- Return details
- Entity details
Use this report to:
- Conduct an in-depth analysis of individual return activity.
- Investigate specific return records at a country and client level.
- Support audit and compliance review processes.
Digital Tax Reporting Count report
This report provides a backend summary of the aggregate count of Digital Tax Reporting (DTR) executions per country and client. This includes whether auto-submission is active for each client.
Use this report to:
- Measure DTR adoption and execution volumes across jurisdictions.
- Identify clients where auto-submission is active versus manually managed.
- Assess the extent of automation across the compliance workflow.