Tax & compliance

Build reporting populations that trace back to the books.

Definite maps ERP extracts, spreadsheets, entity submissions, workpapers, and supporting evidence into one ontology. A configured workflow can validate the population, compare values, and keep unsupported items open for review.

Bring one reporting workflow
Illustrative population4 lines
Ties to configured comparison2
Open difference1
Needs evidence1
Population state

Open differences and missing support remain visible until review.

Fictional line counts shown only to explain the workflow.
Population workpaper

Know what ties, what differs, and what is missing.

Each reporting line keeps its source, difference, and review state beside it. The workflow does not turn an unsupported line into a completed result.

Reporting line
Taxable income, Entity 01
Source
ERP extract
Difference
$0
State
TIES
Reporting line
Deferred balance, Entity 04
Source
Entity submission
Difference
$12,400
State
OPEN DIFFERENCE
Reporting line
Intercompany adjustment
Source
Workpaper
Difference
$0
State
TIES
Reporting line
Fixed asset roll-forward
Source
Spreadsheet
Difference
Not available
State
NEEDS EVIDENCE
Fictional reporting lines, values, and statuses shown only to explain the workflow.
Books to reported line

Trace how the population was assembled.

Definite relates the source extracts and files to the entities, periods, accounts, adjustments, and reporting lines they support.

Sources
  • ERP extracts
  • Entity submissions
  • Workpapers
  • Spreadsheets
Mapped context
EntitiesPeriodsAccountsCurrenciesAdjustmentsReported lines
Reporting population

Included, excluded, and unresolved records remain inspectable against the configured definition.

Conceptual flow. The exact sources and mappings depend on the configured reporting workflow.
Evidence dossier

Every unsupported line stays visible.

Reporting lines can remain connected to source records, adjustments, workpapers, and evidence. Missing support remains an explicit state.

Illustrative reporting line

Fixed asset roll-forward

Source
Spreadsheet
Difference
Not available
State
NEEDS EVIDENCE
Support status

The required support is not present in the mapped evidence set.

The item remains open for review. When support is added, its file-cell or source-record lineage stays attached to the line.

Fictional example shown only to explain an unresolved evidence state.
Period reconstruction

Rebuild the period as it appeared at the time.

Move through the stored period context in sequence, from the retained snapshot to the reproduced result and its review record.

  1. Historical snapshot

    Rebuild the prior period from the data retained for that point in time.

  2. Mappings and definitions

    Apply the stored entity, account, period, and reporting-line relationships.

  3. Rules and parameters

    Re-perform the configured population, comparison, and evidence checks.

  4. Result and review

    Keep the reproduced result and recorded review decisions together.

Bring one reporting workflow rebuilt from exports each cycle.

We map its population, financial definitions, supporting evidence, checks, and review path.

Show us the reporting workflow