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Customizing Output For the Financial Tax Register Report

in Tax & Global

When running the Financial Tax Register (FTR) report and republishing the output, two output templates are available:

  1. Financial Tax Register
    • Limited to around 10 columns.
    • Does not include key details such as the tax rate applied on each transaction.
  2. Financial Tax Register with Taxable Account Details
    • More extensive version with approximately 22 columns.

Questions / Clarifications Requested
• What is the purpose or intended use case of the standard Financial Tax Register output (the first option)?
• What are the supported methods to customize or extend the output layout for the FTR report?
• Is there a list or data model reference available that includes all columns and data elements that can be used in the FTR report? This would be very useful to discuss potential customizations with the client.

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