1. Administrator's Guide
  2. Tax Provision Application Objects
  3. Forms and Reports

Forms and Reports

Form Report Description
Acquisitions Acquisitions Used to input/report temporary differences and deferred tax for acquired entities
Acquisitions Regional Acquisitions Regional Used to input/report regional temporary differences and deferred tax for acquired entities
  Balance Sheet Balance Sheet Report
Consolidated ETR Consolidated ETR Consolidated ETR Reconciliation Report
  Consolidated ETR Entities Consolidated ETR Report for all consolidated entities in reporting currency
  Consolidated ETR - Consolidating Consolidated ETR - Consolidating
  Consolidated ETR - Current and Prior YTD Used to report differences between current and prior year
  Consolidated ETR - Entity and Reporting Currency Used to report differences between Entity and Reporting Currency
Consolidated ETR - IFRS Consolidated ETR - IFRS Used to show the consolidated ETR rate for IFRS purposes; calculated based on the rate entered for ConsolTaxRateNat and ConsolTaxRateReg.
  Consolidated ETR - IFRS - Consolidating Consolidated ETR - IFRS - Consolidating
  Consolidated ETR - IFRS - Current and Prior YTD Used to report differences between current and prior year for IFRS
  Consolidated ETR - IFRS - Entity and Reporting Currency Used to report differences between Entity and Reporting Currency for IFRS
Consolidated ETR Tax Rate Consolidated ETR Tax Rate Used to input/report consolidated tax rate for the consolidated group
Consolidated ETR Tax Rate - IFRS Consolidated ETR Tax Rate - IFRS Used to enter global rate for ConsolTaxRateNat and ConsolTaxRateReg.
  Country by Country Report Used to collect and store the tax information on an entity and jurisdiction basis to enable you to assess tax requirements and risk by country
Current Provision Current Provision Used to calculate and report the current tax provision
  Current Provision Entities Total current tax provision report for all legal entities in reporting currency
  Current Provision - Consolidating Current Provision - Consolidating
  Current Provision - Current and Prior YTD Used to report differences between current and prior year
  Current Provision - Current YTD - Entity & Reporting Currency Used to report current YTD data for both Entity and Reporting Currencies
Current Provision Regional Current Provision Regional Used to calculate and report the current provision - regional (for example, State/Province)
  Current Provision Regional - Consolidating Current Provision Regional - Consolidating
  Current Provision Regional - Current and Prior YTD Used to report differences between current and prior year - regional
  Current Provision Regional - Current YTD - Entity & Reporting Currency Used to report current YTD data for both Entity and Reporting Currencies
  Current Provision State Used to report the current provision for U.S. States and territories
Current Tax Payable Current Tax Payable Used to perform analysis of the current tax payable by year
Current Tax Payable Regional Current Tax Payable Regional Used to perform analysis of the current tax payable by year for regional accounts
Deferred Tax Input Deferred Tax Input Used for data entry in Temporary Difference National accounts
Deferred Tax - Pretax and Tax Deferred Tax - Pretax and Tax Used to enter Current Year Deferred activity to generate the Deferred tax expense and the deferred taxes
Deferred Tax Proof Deferred Tax Proof Deferred tax asset and liability calculation based on book and tax balances/differences
Deferred Tax Proof Regional Deferred Tax Proof Regional Regional deferred tax asset and liability calculation based on book and tax balances/differences
Deferred Tax for TAR Deferred Tax for TAR Deferred tax rollforward report by classification
Deferred Tax for TAR - DETAILS   Deferred tax rollforward report by classification with detailed calculations
Deferred Tax for TAR - IFRS Deferred Tax for TAR - IFRS Deferred tax rollforward report by classification - IFRS
Deferred Tax for TAR - IFRS - DETAILS   Deferred tax rollforward report by classification - IFRS with detailed calculations
Deferred Tax for TAR Regional Deferred Tax for TAR Regional Regional deferred tax rollforward report by classification
Deferred Tax for TAR Regional - DETAILS   Regional deferred tax rollforward report by classification with detailed calculations
Deferred Tax for TAR Reclass Deferred Tax for TAR Reclass Deferred Tax Asset/Liability Reclass
Deferred Tax for TAR Reclass - IFRS Deferred Tax for TAR Reclass - IFRS Deferred Tax Asset/Liability Reclass - IFRS
Deferred Tax for TAR Reclass Regional Deferred Tax for TAR Reclass Regional Deferred Tax Asset/Liability Reclass - Regional
Deferred Tax Not Recognized Deferred Tax Not Recognized Deferred tax adjustments - IFRS
Deferred Tax Deferred Tax Deferred tax rollforward report
Deferred Tax - DETAILS   Deferred tax rollforward report with detailed calculations
  Deferred Tax Federal Only Deferred tax rollforward report - Federal only excluding federal benefit of state
  Deferred Tax - Federal and State Deferred tax rollforward report - Federal and State combined
  Deferred Tax - Closing Consolidating Deferred Tax - Closing Consolidating
Deferred Tax - IFRS Deferred Tax - IFRS Deferred tax rollforward report - IFRS
Deferred Tax - IFRS - DETAILS   Deferred tax rollforward report - IFRS with detailed calculations
  Deferred Tax Regional - Closing Consolidating Deferred Tax Regional - Closing Consolidating
Deferred Tax Regional Deferred Tax Regional Deferred tax rollforward report - regional
Deferred Tax Regional - DETAILS   Deferred tax rollforward report - regional with detailed calculations
Exchange Rates   Foreign exchange rates
  IFRS Consolidated Rate Rec - Current Year YTD/Prior Year YTD  
  IFRS Consolidated Rate Rec - Current Year YTD (Entity Currency)/Current Year YTD (Reporting Currency)  
Inactive Inactive Accounts set up as inactive by entity - national
Inactive Regional Inactive Regional Accounts set up as inactive by entity - regional
  Income Statement Income Statement
Interim Tax Provision Interim Tax Provision Interim Tax Provision based on estimated annualized ETR +/- discrete tax adjustments
NIBT Override Rates   Used to input NIBT override translation rate
Override Tax Rates Override Tax Rates Deferred tax override rates set on temporary difference accounts at the entity level
Override Tax Rates Regional Override Tax Rates Regional Deferred tax override rates set on regional temporary difference accounts at the entity level
Return to Accrual Return to Accrual Return to accrual reconciliation - national
Return to Accrual Regional Return to Accrual Regional Return to accrual reconciliation - regional (for example, State, Province)
Statutory ETR Statutory ETR Statutory ETR Report Reconciliation
Statutory ETR Regional Statutory ETR Regional Statutory ETR Report Reconciliation - regional
Sch - Fines & Penalties Sch - Fines & Penalties Used to input fines and penalty detail by entity
Sch - Balance Sheet Adjustments Sch - Balance Sheet Adjustments Used to input book and tax adjustments by temporary differences by entity
Sch - Book v Tax Analysis - DTP Sch - Book v Tax Analysis - DTP Book v Tax Rollforward for temporary differences (for example, continuity schedule)
Sch - Book v Tax Analysis - DTP - Regional Sch - Book v Tax Analysis - DTP - Regional Book v Tax Rollforward for temporary differences (for example, continuity schedule) - regional
Sch - Book v Tax Analysis 1 Sch - Book v Tax Analysis 1 Book v Tax Rollforward for temporary differences (for example, continuity schedule)
Sch - Book v Tax Analysis 2 Sch - Book v Tax Analysis 2 Book v Tax Rollforward for temporary differences (for example, continuity schedule)
Sch - Book v Tax Analysis 3 with IRE Sch - Book v Tax Analysis 3 with IRE Book v Tax Rollforward for temporary differences (for example, continuity schedule)
Sch - Book v Tax Analysis 4 Sch - Book v Tax Analysis 4 Book v Tax Rollforward for temporary differences (for example, continuity schedule)
Sch - Tax in Equity & Reserves Sch - Tax in Equity & Reserves Current and Deferred Tax in Equity and Reserves calculations
Sch - Tax Risk Provision Sch - Tax Risk Provision Tax Contingency rollforward (for example, current and deferred)
  Summary ETR Consolidated ETR Summary
TAR TAR Tax Account Rollforward
TAR Balancesheet configuration    
TAR Combined   Custom TAR - Domestic or Foreign members based on the entity
TAR National   Custom TAR - Domestic or Foreign members based on the entity
TAR Regional   Custom TAR - Domestic or Foreign members based on the entity
TAR - IFRS   Tax Account Rollforward - IFRS
TAR - Additional Provisions   TAR Linked Form Detail
TAR - Adjustments   TAR Linked Form Detail
TAR - Payments & Refunds   TAR Linked Form Data entry
TAR - Payments & Refunds - Regional   TAR Linked Form Data entry
TAR - Payments & Refunds - Regional Detail TAR - Payments & Refunds - Regional Detail TAR Linked Form Data entry and detail
TAR - Provision & NonProvision   TAR Linked Form Detail
TAR - Provision & NonProvision - IFRS   TAR Linked Form Detail
TAR - Reclass Regional   TAR Linked Form Data entry for reclassification between accounts
TAR - Reclass Regional Detail TAR - Reclass - Regional Detail TAR Linked Form Data entry for reclassification between accounts - Detail
TAR - Summary   TAR condensed
TAR - Summary - IFRS   TAR IFRS condensed
Tax Automation Trace Tax Automation Trace Tax Automation Detail calculation by entity - national
Tax Automation Trace Regional Tax Automation Trace Regional Tax Automation Detail calculation by entity - regional
Tax Basis Balance Sheet Tax Basis Balance Sheet Book v. Tax Basis Reconciliation of Assets and Liabilities
Tax Credits Tax Credits Tax Credit Rollforward - national
Tax Credits - By Year of Expiration Tax Credits - By Year of Expiration Tax Credit Summary by year of expiration - national
Tax Credits Regional Tax Credits Regional Tax Credit Rollforward - regional
Tax Credits Regional - By Year of Expiration Tax Credits Regional - By Year of Expiration Tax Credit Summary by year of expiration - regional
Tax Losses Tax Losses Tax Loss Rollforward - national
Tax Losses - By Year of Expiration Tax Losses - By Year of Expiration Tax Loss Summary by year of expiration - national
Tax Losses Regional Tax Losses Regional Tax Loss Rollforward - regional
Tax Losses Regional - By Year of Expiration Tax Losses Regional - By Year of Expiration Tax Loss Summary by year of expiration - regional
Tax Rates Tax Rates Statutory Tax Rates by entity
Tax Rates - IFRS Tax Rates - IFRS Statutory Tax Rates by entity - IFRS (including equity override rate)
Temp Diff - BalSheetApp Temp Diff - BalSheetApp IFRS, GAAP to Stat, Stat to GAAP, and IRE adjustments
TempDiff - BalSheetApp Regional TempDiff - BalSheetApp Regional IFRS, GAAP to Stat, Stat to GAAP, and IRE adjustments - regional
Temporary Differences Temporary Differences Temporary Difference Rollforward - national
Temporary Differences Regional Temporary Differences Regional Temporary Difference Rollforward - regional
Total Tax Provision Total Tax Provision Summary detail of national current, deferred and total tax expense
Total Tax Provision Regional Total Tax Provision Regional Summary detail of regional current, deferred and total tax expense
VA Allocation - VA VA Allocation - VA Valuation Allowance classification for assets based on the VA classification settings
VA Allocation VA Allocation Proration of VA between Gross Current and Noncurrent Assets (US GAAP)
Validations Validations Report of the results on validation/controls set up in Oracle Hyperion Tax Provision.