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TIPS AND TRICKS: Extracting YTD Balances from FCCS using Data Management

edited May 28, 2018 10:20PM in Tax Reporting


Oracle Tax Reporting Cloud Service requires an YTD Trial balance as a starting point for calculating the tax provision.

At this time, period to date (PTD) balances may be extracted from FCCS, but year to date (YTD) amounts are not directly supported when extracting data using Data Management.

The attached document explains a technique to extract YTD balances from FCCS using Data Management.

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