Having a single source of truth is a pot of gold, but being able to export it for additional data manipulation and reporting purposes is two pots of gold.
Hereunder we will show you how you can extract your data from the table view in Loctax.
Where do I find the table view?
You can find the table view in the section "Organization":
Here, an overview will be formed of almost all data points available in Loctax. The table view allows you to build a completely custom view in a few clicks and then share it with both internal and external stakeholders.
To name a few use cases:
In need of a quick overview of all addresses?
In need of a quick overview of all tax identification numbers?
In need of a quick overview of the effective tax rate per entity?
In need of a quick overview of all GAAP data of all your entities?
...
And so many more use cases are waiting for you in Loctax's table view. Ready to slice & dice your data? Keep on reading 😎
Creating the view of your dreams
At the top of the table view, you have a number of tools in your toolbox to answer the question: "What data do I want to visualize?" :
Financial year:
Here you can set the financial year for which you would like to consult the data.
2. Columns
In the columns, you will indicate which data points you want to visualize in the table view. This happens in two different ways:
You can choose to select an entire section of data at once or;
You can choose to select individual data points
Now that you have already formulated an answer to 2 important questions:
From which year do I want to see data?
What data do I want to see?
In the final phase, you can release multiple filters to make your view more structured & controlled.
Based on which data points can you filter?:
Entity
Country of Incorporation
Registered address
Entity registration number
Tax identification number
VAT number
Functional currency
General financial year-end
Date of incorporation
Date of acquisition
Effective tax rate
The statutory due date for filing corporate tax return
Taxable basis per corporate tax return
Tax charge per corporate tax return
Tax prepayments made
In this efficient way, you can generate a very detailed list that gives you the necessary insights in a few clicks that you are looking for.
You don't have to look in different places within the general server for the answer available to you in your single source of truth.