ONESOURCE Import from Other Applications

If you currently use other ONESOURCE Applications, you may transfer data to ONESOURCE Tax Provision directly from the following products:

ONESOURCE Income Tax
ONESOURCE Corporate Tax – UK
ONESOURCE Corporate Tax – AU
ONESOURCE Estimated Payments
ONESOURCE State Apportionment

 

If an application is not available in "Data Transfer", you must activate the parameter.

 

To activate the "Data Transfer" parameters:

1.Select Administration and then System.
2.Select Manage Configurations and then Integration.
3.On the "Return" tab, click Yes to enable the data transfer for Tax.
Enable Data Transfer from ONESOURCE Income Tax.
Enable Data Transfer from ONESOURCE Corporate Tax - UK.
Enable Data Transfer from ONESOURCE Corporate Tax - AU.
4.On the "Estimated Payments" tab, click Yes to enable the data transfer for Estimated Payments.
Transfer data from ONESOURCE Estimated Payments.
5.On the "Estimated Payments" tab, click Yes to enable the data transfer for Estimated Payments.
Transfer data from ONESOURCE State Apportionment.
6.Click Reload System Configurations.

 


Note: Only users with assigned permissions can access the ONESOURCE applications in the data transfer list.