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Creating an Application in EPM Cloud Tax Reporting

To learn how to create an application in EPM Cloud Tax Reporting, review the documentation and videos in this learning path. When you are enrolled in this learning path, your progress will be tracked as you view each resource.

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beginner Beginner
duration 30 Min
modules 5 Modules

Learning Path Contents

Module Sections Topics and more

  • About Tax Reporting
      duration 3 Min
    • EPM Cloud Tax Reporting is a business process in the financial close domain. The tax provision is an integral part of the financial close process – the books can’t close until tax closes. Tax Reporting helps companies more closely integrate tax reporting with the broader financial reporting process to reduce risk and realize significant efficiencies. It also provides the corporate tax department with enterprise-quality workflow, supplemental data, dash boarding, reporting and analysis and data management tools to improve risk analysis and tax planning.

      In this learning path, you will learn how to use Tax Reporting to create an application.

      As you use Tax Reporting to create an application, you will:

      • Open the Application Creation Wizard
      • Provide a name and description for your application
      • Define application details
      • Select whether to enable optional application features
      • Review your selections
      • Start the application creation process
    A Word About the Sample Application
    • This learning path walks you through creating a new application that does not include any data.

      Tax Reporting offers you the option to create a sample application that provides pre-loaded metadata, data, and related artifacts. By trying and testing this ready-to-use environment, you can explore the capabilities and performance of Tax Reporting, and then use the sample application as a reference to more easily model your own business process using your metadata and data.

      Review this topic for information on how to create a sample application.

    • readCreating a Sample Application
  • Review Before Doing
      duration 7 Min
  • Create the Application
      duration 15 Min
    Review Before Doing
    Log on to Tax Reporting
    • 1. Log on to Tax Reporting as a system administrator.

      2. On the Tax Reporting page, scroll to Tax Reporting, and then click Select.

      Tax Reporting dialog box with Select highlighted
    Open the Application Creation Wizard
    • In Create a New Application, click Start.

      Create a New Application box thw Start selected
    Provide a Name and Description for Your Tax Reporting Application
    • In Create Application: General, enter a name and description for your Tax Reporting application, and then click Next.

      Create Application General screen
    Provide Application Details
    • In Create Application: Details, define your start and end year, select the main application currency, and select whether to use multicurrency. (Note that multicurrency cannot be changed after the application is created.) Click Next to advance to the next screen.

      Create Application Details screen
    Select Whether to Enable Application Features
    • In Create Application: Features, select whether to enable any reporting and other optional features, and then click Next. (Note that once enabled, these features cannot be disabled. To remove the features, you would have to create a new application.)

      Create Application Features screen
    Review Your Selections and Start the Application Process
    • In Create Application: Review, review your selections, and then click Create to start the application process.

      Create Application Review screen

      A dialog box is displayed indicating the status of the application creation.

      Application Creation Status dialog box

      Once the application has been successfully created, click OK in the Application Creation Status dialog box.

      Application Creation Status dialog box with OK selected

      After you click OK, the application is displayed.

      Application displayed on the Tax Reporting Home screen
  • Assessment
      duration 5 Min
    Test your knowledge.
  • Learn More
      duration 0 Min