Transferring Mapped Data to ONESOURCE

After a worksheet or workbook is mapped and validated, you can transfer the data to ONESOURCE Tax Provision.

To transfer the data on a mapped worksheet:

1.Open the worksheet.

2. In the Data Import ribbon, select one of the following options:

A. Send Active Workbook will send the workbook currently open.

send active workbook 9.0

 

The Uploading data dialog appears.

uploading the transfer 9.0

B. Select Send Multiple Workbooks.

send multiple workbooks 9.0

 

The Select Workbooks to send dialog box opens.

C. Select the workbooks to send to ONESOURCE Tax Provision and click Open.

excel add in select workbooks to send dialog box

 

3. You will receive a message that the "Validation completed with no errors" or "Validation errors exist." If the transfer is unsuccessful, you can review the Errors list. Review the following section for Unsuccessful Transfers.

 

excel add in Validation errors corrected_COMPLETED

 

Example: Validation errors exist

excel add in Validation ERROR

 

Example: Errors

excel add in Validation ERRORS list to correct