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Navigating in EPM Cloud Tax Reporting

To learn how to navigate 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 15 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 navigate in EPM Cloud Tax Reporting.

      As you navigate in Tax Reporting, you will:

      • Open the Tax Reporting Navigator
      • Return to the Home page
      • View your accessibility settings
      • View available downloads
      • Go to Cloud Customer Connect
      • Provide feedback on issues that you encounter
      • View your assigned tasks
      • View your Tax Reporting alerts
      • Access a tax process
      • Update the point of view
    A Word About the Sample Application
    • 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.

      This learning path walks you through navigating in Tax Reporting using the sample application. To complete the learning path, you can create the sample application, or you can follow along in your own application.

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

    • readCreating a Sample Application
  • Review Before Doing
      duration 7 Min
  • Navigate in EPM Cloud Tax Reporting
      duration 15 Min
    Open the Tax Reporting Navigator
    • The Navigator provides links to advanced settings and administrative tasks, including managing alias tables, dimensions, application tasks, supplemental data, and Data Management.

    • To open the Navigator, click (Navigator button) on the Tax Reporting Home page.

      The default Navigator page is displayed.

    Return to the Home Page
    View Your Accessibility Settings
    • 1. Click (Accessibility Settings button) to view or change accessibility settings.

      2. Click OK to return to the Home page.

    View Available Downloads
    • 1. Click the arrow next to Administrator (or your user name) to access the Settings and Action menu.

    • 2. On the Settings and Action menu, select Downloads.

    • Available downloads include:
      • EPM Automate: For automating repeatable tasks
      • Smart View: End user add-on
      • Smart View Add-On for Administrator: Administrator add-on that enables dimension management from within Microsoft Excel
      • Smart View Extension for Close and Supplemental Data Management: Manage close and supplemental data in the Excel interface

    • 3. Click Close to return to the Home page.
    Go to Cloud Customer Connect
    • Cloud Customer Connect is an exclusive community for members to connect with other members and discuss issues or share ideas.

    • 1. Click the arrow next to Administrator (or your user name) to access the Settings and Action menu.

    • 2. On the Settings and Action menu, select Cloud Customer Connect.

    • The Cloud Customer Connect page opens in a new browser window, where you can access:

      • Discussion forums to pose questions, explore ideas, and discuss Oracle Applications
      • News about upcoming events that showcase new release functionality, industry best practices, and more
      • Documentation and videos to help you prepare for a successful transition to the latest release
      • Idea Labs to share your ideas on product enhancements, vote, and comment on your favorites

    Provide Feedback on Issues that You Encounter While Using Tax Reporting
    • If you encounter an issue while using Tax Reporting, you can provide feedback to describe the issue and the steps to reproduce it. Feedback is sent to a service administrator who reviews the submitted issue and suggests corrective actions.

    • 1. Click the arrow next to Administrator (or your user name) to access the Settings and Action menu.

    • 2. On the Settings and Action menu, select Provide Feedback.

    • 3. Describe the issue that you encountered in the Provide Feedback dialog box, and then click Submit.

    • 4. Review the browser, environment, and plug-in information, and then click Submit.

    • 5. Click Close in the confirmation dialog box.

    • Review the "Provide Feedback" section in the Settings and Actions Menu topic for additional information on providing feedback on an issue:

    • readSettings and Action Menu
    View Your Assigned Tasks
    • When you launch Tax Reporting, the Home page displays a summary of tasks assigned to you and their status (Open, Late, Today, Seven Days). A number to the left of the status indicates the number of tasks with that status.

    • You can filter the list of tasks by Year and Period. Let’s change the Year to 2019 and the Period to P12.

    • When you click a link in the Tasks summary panel, the Tasks page opens where you can further filter the list of tasks.

      For example, click Open . . .

      . . . to view all your open tasks.

    • You can change the filters for what tasks display. For example, change Due to Late and Status to Pending to display all late tasks that are currently pending.

    • When you are finished viewing your tasks, click ORACLE or (Home button) to return to the Home page.

    • Review this topic for more information about viewing your assigned tasks:

    • readViewing Tasks from the Navigator
    Review Your Tax Reporting Alerts
    • Alerts are notifications about issues, such as hardware or system failure, or software and data issues. You can create alerts to identify a problem, and you can assign alerts to be resolved.

      You can view and work with alerts from the Alerts list. The list displays the list name, status, priority, end date, alert type, and other information. You can filter the list and select the columns that you want to display.

    • 1. Click the Tasks card on the Home page.

    • 2. Click the Alerts icon to view your alerts.

      In this example, there is one basic alert about PBT Pretax Income EMEA. It has a medium priority.

    • 3. Click ORACLE or (Home button) to return to the Home page.

    • Review these topics for more information about alerts:

    • readWorking with Alerts
    • readManaging Alert Types
    Access a Tax Process
    • You can access a specific tax process by clicking on a card on the Home page. For example, click the Tax Provision National card.

    • Notice that the Tax Provision National card has several sub cards. Click the Package sub card.

    • This opens up specific information about the Tax Provision National, Package task.

    Update the Point of View
    • In Tax Reporting, the data entry forms and financial reports are configured to have the valid Point of View (POV) for each Tax account.

      To update the point of view:

    • 1. Open a tax process from the Home page by clicking on a card and a sub card (see the "Access a Tax Process" section above).

    • 2. Click the Year or click the arrows next to one of the drop down lists and select an option.

      For example, in Tax Provision National, Package, you could update the point of view by clicking FY16, or selecting an option for Scenario, Period, Jurisdiction, or Multi-GAAP.

    • 3. After you have selected a new point of view, click (Go button) to update the point of view.

      For example, you could change the Jurisdiction POV to Canada, and then click to update the POV.

    • Review this topic for more information on updating the point of view:

    • readSelecting a Point of View
  • Assessment
      duration 5 Min
    Test your knowledge.
  • Learn More
      duration 0 Min