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Reports

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

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision