From Corporate Regulatory Reporting, you can collect, prepare, and review reports to submit to governmental agencies, such as:
- Surveys with US Bureau of Economic Analysis (BEA), such as Annual Survey of US Direct Investment Abroad
- Quarterly Financial Report (QFR) or Quarterly Services Survey (QSS) forms with US Census Bureau
- Country-by-country reporting (CbCR) with Australian Taxation Office (ATO) or European Commission (EC)
Configure reports
From Settings, a Workspace Owner can set up Corporate Regulatory Reporting as necessary for your company's reports:
- Your company's primary entity and any subsidiaries or foreign affiliates to include
- The reports to prepare and submit, including their agencies, forms, and time periods
- The available source data, and how it maps to reports' form fields
- Default assignments for manual data collection of field responses
To learn more, view Set up Corporate Regulatory Reporting.
Curate responses
As you prepare your reports, collect their responses from multiple sources:
- From Source data, import data from your Enterprise Resource Planning (ERP) system or another source. To learn more, view Import source data for Corporate Regulatory Reporting.
- From Reports, manually prepare responses, reuse previously-reported entries, and automate data collection from assigned subject matter experts in your workspace. To learn more, view Prepare responses for Corporate Regulatory Reporting.
Submit reports
When your report is ready, file its submission to the respective agency.
- To learn more about how to file forms for the BEA or US Census Bureau, view Prepare reports for US Bureau of Economic Analysis and Census Bureau with Corporate Regulatory Reporting.
- To learn more about how to file CrCR, view Prepare country-by-country reporting with Corporate Regulatory Reporting.