Reporting Overview & Reference Information
Overview of basic reports and available Reporting Levels. Select a link to view information about a specific report.
REPORT NAME | DATASET TYPE | UNIT | FILING GROUP | CONSOL | SUB-CONSOL |
|---|---|---|---|---|---|
Federal | No | No | No | No | No |
Forecast Rate | Intrm | Yes | Yes | Yes | Yes |
Forecast Deferred Provision | Intrm | Yes | Yes | Yes | Yes |
Forecast True Up | Intrm | No | No | Yes | Yes |
Tax Provision Report | Prov/Est Pymt | Yes | Yes | Yes | Yes |
Tax Provision GAAP - STAT | Prov/Intrm | Yes | Yes | Yes | Yes |
Effective Tax Rate (Interim) | Intrm | Yes | No | Yes | Yes |
Other - Estimated Payments | Est Pymt | Yes | No | Yes | Yes |
Effective Tax Rate Report | Prov/Intrm | Yes | Yes | Yes | Yes |
Effective Tax Rate CSC Breakout | Prov | No | No | No | Yes |
Deferred Balances | Prov/Intrm | Yes | Yes | Yes | Yes |
Deferred Workpaper | Prov/Intrm | Yes | No | Yes | Yes |
Expected Deferred Rate | Prov/Intrm | No | No | Yes | Yes |
NOL Balances | Prov/Intrm | Yes | No | Yes | Yes |
NOLs Expiration | Prov/Intrm | Yes | Yes | Yes | Yes |
Temporary Difference Summary | Prov/Intrm | Yes | No | Yes | Yes |
Temporary Difference Summary (Fed Filing Group) | Prov | No | Yes | Yes | Yes |
Net Deferred Tax Assets/Liabilities | Prov/Intrm | Yes | No | Yes | Yes |
Unit Summary | Prov/Intrm | No | Yes | Yes | Yes |
Foreign/Domestic Summary | Prov/Intrm | Yes | No | Yes | Yes |
Payable Rollforward | Prov/Intrm | Yes | Yes | Yes | Yes |
Payable Detail | Prov/Intrm | Yes | Yes | Yes | Yes |
AMT Estimator | Prov/Est Pymt | No | No | No | No |
Tax Basis Balance Sheet | Prov/Intrm | Yes | No | Yes | Yes |
Tax Basis Income Statement | Prov | Yes | No | Yes | Yes |
Trial Balance - Balance Sheet | Intrm | Yes | No | Yes | Yes |
Trial Balance - Income Statement | Intrm | Yes | No | Yes | Yes |
Flow Through | Prov | Yes | No | Yes | Yes |
APIC Pool Summary | Prov/Intrm | Yes | No | Yes | Yes |
Journal Entry Reports | Prov/Intrm | Yes | No | Yes | Yes |
Attachments Review | Prov/Intrm | Yes | No | Yes | Yes |
User Status | Prov/Intrm | No | No | Yes | No |
State/Jurisdiction | No | No | No | No | No |
State Summary | Prov | No | No | No | No |
Forecast State Rate | Intrm | Yes | No | Yes | Yes |
Provision Summary | Prov/Est Pymt/Intrm | Yes | No | Yes | Yes |
State Est Pymt Summary | Est Pymt | No | No | Yes | Yes |
State/Unit Summary | Prov/Intrm | Yes | No | Yes | Yes |
Deferred Balances | Prov/Intrm | Yes | No | Yes | Yes |
Expected Deferred Rate | Prov/Intrm | No | No | Yes | Yes |
State Specific | Prov | No | No | No | No |
Tax Provision | Prov/Est Pymt/Intrm | Yes | No | Yes | Yes |
Legacy Tax Provision | Prov/EstPymt | Yes | No | Yes | Yes |
State Est Pymt | Est Pymt | Yes | No | No | No |
Deferred Balances | Prov/Intrm | Yes | No | Yes | Yes |
Payable Rollforward | Prov/Intrm | Yes | No | Yes | Yes |
Payable Detail | Prov/Intrm | Yes | No | Yes | Yes |