Tax Reports

The period must be specified and defines the reporting period under consideration.

The company must be specified. Depending on the selected parameter Scope, the tax group or sub-group is evaluated based on this, for example.

The selected company is also relevant in connection with the FX Code parameter.

The drop-down list Period (Comparison) contains all periods created in Income Taxes.

The prior period defined for the selected period is automatically suggested as period to compare. However, you can also select any other period.

The comparison period must be specified, among other things, for reports in the Balance sheet development category.

As soon as at least two snapshots have been created, they can be compared with each other in a report.

This parameter applies only to companies for which the user is authorized.

Company: Only the selected company is displayed in the report.

List: All companies recorded in the master data are displayed in the report. The list is based on the selected period. If a country or a reporting dimension is also selected, a further restriction of the generated report is made (depending on the scope of the individual report).

Group structure: All dependent companies are displayed. This option is available for companies that are defined as (sub-)group in the master data. Therefore, if you select this display option, you must select a company that is defined as (sub-)group.

Tax group structure: All tax group members are displayed. This option is available for companies that are defined as tax group parent in the master data. Therefore, if you select this display option, you must select a company that is defined as tax group parent.

In own currency: Report uses the currency of the selected company.

In group currency: Report uses the currency of the company defined as group parent company (usually EUR) – regardless of the choice of company.

In local currency: Report uses the local currency of the individual company stored in the master data. No currency conversion is performed.

This parameter can be used to define the sorting of the generated Excel report. The companies (or values) can be displayed either in columns or rows.

One country or multiple countries can be selected. The selection list is based on the master data workspace Countries of the period selected above.

One or multiple reporting dimensions can be selected. The selection list is based on the master data workspace Reporting Dimension of the period selected above.

The report list can be sorted by column (e.g. by favorites or data source). Frequently used reports can be marked as favorites by clicking on the icon.

The report list can be divided into the following areas:

Depending on the data origin or report, certain parameters or attributes must be specified. The settings to be made are marked for each report. Parameters that must be specified are marked with Yes in the corresponding cell, irrelevant parameters with No.

For the Additional tax comparison report, for example, a comparison period must be specified (= Yes). The other parameters are irrelevant – the selection of a currency, for example, has no influence on the report:

Brief description of the report.

Each report is based on a scope or focus point. The Scope column specifies the possible restrictions with regard to the companies to be included: