Transfer Data from ONESOURCE Income Tax to onesource tax provision

Accessing the Return Worksheet

1.Select Data Transfer in the Navigator tree.
2.Select ONESOURCE Income Tax. The "Return Worksheet" opens.
•The "Return Worksheet" is a staging area for the ONESOURCE Income Tax data.
•The return worksheet will have separate tabs for the transferred data.
•Within the return worksheet, you can update the adjustment type and reclass data. This is the data highlighted in green.

3. Verify that the Return Dataset is correct.

•The return dataset is a dataset specifically created for entering return data.
•The return dataset is populated with the data transferred from ONESOURCE Income Tax.

4. Review the Year.

•The year can be changed if needed.

5. Choose a Source Dataset from the list.

•If the return dataset uses classes, the default source value for the class is IncTax – ONESOURCE Income Tax
•If the return dataset uses tags, the default source value for the tag is A.

6. Select the Mapset.

•Mapsets are created on the ONESOURCE platform.
•Select Menu and then Mapping to map ONESOURCE Income Tax to ONESOURCE Tax Provision.
•Select Help for additional assistance with mapping ONESOURCE applications.

7. Review the Related Provision Dataset and verify that it’s the dataset you want to compare to the return data.

•Dataset relations are set up in Administration within Manage Datasets in the Dataset Relations tab.

Check that the following fields are correct:

•Verify Return Dataset.
•Year.
•Source from the drop-down list.
•Mapset.
•Related Provision Dataset.
1.Click Retrieve Return Data.
2.Select Populate State Rates or Populate Income Tax Data.
3.Click Populate Data to Provision.

 

4.Review the Return Dataset.
5.Review the Reports.

 

Return Worksheet Example