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Reports

Viewing Legacy Reports

You can view the following reports in the Legacy reports list. If you do not see a report in the list, review the criteria below to activate the report.
  • Deferred Balances
  • Filtered Deferred Balances
    note
    • The
      Filtered Deferred Balances
       reports are reports that you can customize using the following two system parameters. You can add more than one report by replacing the # with the number of the report.
    • The
      Filtered Deferred Balances
       reports are available for unit, sub-consolidated, and consolidated report levels.
Parameter Name
Paramvalue
Parameter Function
FILTER#_NAME
Text
Names the Filtered Deferred Balances Report created with the FILTER#_SQL parameter.
FILTER#_SQL
SQL query
Filters deferred balances based on a SQL query to show a subset of deferred balances.
In the following example, you can see three Filtered Deferred reports set up using the parameters:
Filtered Deferred Balances - Parameters
Filtered Deferred Balances - Reports

State Tax Provision

Legacy report with unit breakout and unit breakout comparison.

Simple JE

  • Available by default.
  • If you don't see the Simple JE report, select Administration > Manage Configurations > Advanced Functionality > Journal Entries and click No for the Enable Configurable Journal Entry parameter.
  • The Simple JE report is available for all report levels: unit, sub-consolidation, and consolidated.

Expected Deferred Rate Report

The report will appear in the Legacy report list when you
  1. Select a sub-consolidated or consolidated report level.
  2. Activate a state jurisdiction in at least one unit.

Estimated Payment Type Datasets Only:

  • Tax Provision
  • Federal Estimated payment
  • AMT Estimator - The report only appears in the reporting menu when the Automation Policies is selected in
    Manage Units > More > Other
     page.
  • State Estimated Payment Summary
  • Provision Summary

This article applies to:

  • Product: ONESOURCE Tax Provision