Sample Reports - Group Filings Analysis

The following has been taken from the Tax Provision Blueprint "Instruction Guide" starting at page 236.

See KB article: "Tax Provision Blueprint Instruction Guide - PV7.3.0 SV100"

Group Filings Analysis

These reports are illustrations of possible reporting that may be helpful related to group filings, and changes may be applied in your application to align with your reporting preferences.

Summary of the Definitions (Nat GF) provides a period-by-period comparison of group filing definitions for the national (DM 01b Actual Nat GF, DM 01b1 Actual Nat GF, DM 01b2 Compare Nat GF) jurisdictions by tax country (national jurisdiction) for the Actuals scenario. The first set of columns displays December of the prior year workflow year. The next 12 column groups display each month of the current workflow year.

A text comparison will indicate if a change has been made to either the Filer Entity or the Tax Rates Used.

 

DM 01b2 Compare Nat GF allows for the comparison between two scenarios of the national group filing definitions.

Summary of the Definitions (Local GF) provides a period-by-period comparison of group filing definitions for the local (DM 02b Actual Local GF, DM 02b1 Actual Local GF, DM 02b2 Compare Local GF) jurisdictions by tax country (local jurisdictions) for the Actuals scenario. The first set of columns displays December of the prior year workflow year. The next 12 column groups display each month of the current workflow year.

A text comparison will indicate if a change has been made to either the Filer Entity or the Tax Rates Used.

 

DM 02b2 Compare Local GF allows for the comparison between two scenarios of the local group filing definitions.

Analysis Bulk Data Copy (Provision and Return) displays the Taxable Income Before Loss for national and local jurisdictions. This can help to verify data copy results.