 | Welcome |
 | What's New in Version 2014.1 |
| System Overview |
| System Requirements |
| Software Version |
| Customer Service |
| Overview of Provision Calculations |
| User Interface |
| User Interface Terminology |
| Menu Bar |
| Control Center |
| Selecting Data Input in the Control Center |
| Selecting Data Transfer in the Control Center |
| Selecting Reports in the Control Center |
| Control Center Configuration |
| Navigator |
| Reports |
| Reporting Legacy |
| Administration |
| Working with Grids |
| Status Bar |
| Language |
| ONESOURCE Tax Provision Concepts |
| ONESOURCE Tax Provision |
| Codes |
| System Codes |
| Datasets |
| Reporting Datasets |
| Units |
| Sub-Consolidations |
| Filing Group |
| Tag Letters |
| Classes and Subclasses |
| Manage Attachments |
| Records - Unit/State |
| Included for State |
| Current/Non-Current |
| Global Access |
| Parameters |
| Audit Trail |
| Reporting Levels |
| Currency |
| Deferred Rollforwards |
| Roll-up Codes |
| Components |
| Data Input |
| Dataset |
| Administration |
| Class Groups |
| Currency Rates |
| Country Rates |
| Dataset Parameters |
| Dataset State Inclusions |
| Deferred Set-up - Tag Datasets |
| Flow-Through Profiles |
| Journal Entry Profiles |
| Manage Deferred Rollforwards |
| Manage NOL Rollforwards |
| Payable Settings |
| Post Ret-To-Prov |
| State Rates |
| Tax Basis Mapping |
| Tax Account Mapping |
| Calculate Flow-Through Factor Results |
| Tax Adjustment Payable Mappings |
| Lock/Unlock Unit |
| Active Workpapers |
| GAAP to STAT Dataset Parameters |
| Payable Summary Entry |
| Jurisdiction Management |
| Mass Update Rates |
| Restricted Read/Write Users |
| Recalc Payable Reclasses |
| Federal |
| How to enter Federal Data |
| Administration |
| Active Workpapers |
| Unit Details |
| Properties |
| Provision View |
| Rates |
| PTBI Policies |
| Weighted Average FX Rate |
| Statutory Tax Rates |
| FX Rates (1RPT=?) |
| Deferred Provision Only Adjustment |
| Other |
| Pre-Tax Book Income |
| Forecast Interim Unit Details |
| APIC Pool Amounts |
| Permanent Differences - Tax Basis |
| Permanent Differences - Book/Tax Basis |
| Temporary Differences - Tax Basis |
| Temporary Differences - Book/Tax Basis |
| After Tax Temporary Differences -Tax Basis |
| After Tax Temporary Differences - Book/Tax Basis |
| Tax Adjustments |
| NOL Temporary Differences - Tax Basis |
| Payable Entry |
| Intercompany Transaction Entry |
| Trial Balance /Tax Basis |
| ...Add New Jurisdiction (State/Jurisdiction) |
| State |
| Administration |
| Active Workpapers |
| State Details |
| State Permanent Differences |
| State Temporary Differences - Tax Basis |
| State After Apportionment Temporary Differences - Tax Basis |
| State After Tax Temporary Differences - Tax Basis |
| State Tax Adjustments |
| State Payable Entry |
| Current Quarter - Q |
| Data Transfer |
| Import |
| Spreadsheet Import - Dataset |
| Rolling Pin Format |
| Bridge Import |
| ONESOURCE Import from Other Applications |
| Worksheet Icons |
| ONESOURCE Income Tax |
| Tax Return Worksheet |
| What Transfers to the Return Worksheet |
| Transfer Data to ONESOURCE Income Tax |
| Populate State Rates Option |
| ONESOURCE State Apportionment |
| State Apportionment Worksheet |
| What Transfers to the State Apportionment Worksheet |
| Transferring Data from ONESOURCE State Apportionment |
| ONESOURCE Estimated Payments |
| Status |
| View Last Import Log (Dataset) |
| View Last Import Log (Bridge) |
| ONESOURCE Excel Add-in Logs |
| ONESOURCE State Apportionment Logs |
| ONESOURCE Estimated Payments Logs |
| Export |
| Documentation |
| Reports |
| My Reports |
| Create User-Defined Reports |
| How to apply Multiple Datsets to a Report |
| How to apply Units/Sub-Conslidations/Filing Groups |
| How to create Batch Reports |
| Shared Reports |
| File Options |
| Page Setup Option |
| Format |
| Report Options |
| Reporting Hyperlinks |
| Legacy Reports |
| Overview of Reports |
| Federal Benefit of State |
| Tax Provision |
| Tax Provision Unit Summary |
| Tax Provision (Estimated Payments) |
| Interim Tax Provision |
| FERC |
| Tax Provision |
| Tax Provision Unit Comparison |
| Tax Provision GAAP - STAT |
| Tax Provision GAAP - STAT Dataset Comparison |
| Effective Tax Rate |
| Effective Tax Rate |
| Effective Tax Rate Dataset Comparison |
| Effective Tax Rate CSC Breakout |
| Effective Tax Rate (Interim) |
| Deferred Balances |
| Foreign\Domestic Summary |
| Tax Accounts Summary |
| Deferred Support |
| Temporary Diffs Summary |
| Temporary Diffs Summary (Fed Filing Group) |
| Temp Diffs Discrepancy |
| Net Deferred Tax Assets/Liabilities |
| Deferred Book/Tax Detail |
| NOL Balances |
| NOLs Expiration |
| Deferred Workpaper |
| Flow Through |
| Trial Balance |
| Other Reports |
| State Support |
| Provision Summary |
| State/Unit Summary |
| Deferred Balances |
| Expected Deferred Rate |
| State Estimated Payments |
| Forecast State Rate |
| State |
| Tax Provision |
| Legacy Tax Provision |
| Deferred Balances |
| Payable Rollforward |
| Payable Detail |
| Tax Provision - Estimated Payments |
| Legacy Tax Provision (Estimated Payments) |
| State Estimated Payments |
| Interim Provision |
| State Inclusion Summary Report |
| Payable |
| Journal Entry |
| Global Access |
| Forecast True Up |
| Administration |
| Forecast Rate |
| Forecast Deferred Provision |
| Federal Estimated Payments |
| AMT Estimator |
| Analysis |
| Accessing Analysis |
| Dashboard |
| Dashboard Toolbar |
| Using Bookmarks |
| Saving Dashboard Settings in a New Bookmark |
| Restoring Settings from a Bookmark |
| Updating an Existing Bookmark with New Settings |
| Deleting a Bookmark |
| Modifying a Bookmark |
| Setting Initial Dashboard State with a Default Bookmark |
| Exporting a Dashboard for Viewing |
| Report Repository |
| Design |
| Administration |
| Manage Datasets |
| Datasets |
| How to Add New Datasets |
| Rollover Datasets |
| Copy Existing Datasets |
| Combined Datasets |
| Dataset Relations |
| How to Delete Datasets |
| Archive Datasets |
| Scrunch Datasets |
| Analysis Datasets |
| Reporting Datasets |
| Interim Datasets |
| View Reporting Dataset Log |
| Manage Active Datasets |
| Dataset Import |
| Manage Units |
| Units |
| Unit Sub-Consolidations |
| Pre-Tax Book Income |
| Permanent Differences |
| Temporary Differences |
| NOL Temporary Differences |
| After Tax Temporary Differences |
| Tax Adjustments |
| Intercompany Transactions |
| Manage Trial Balance |
| Manage Tax Basis Return |
| Manage States |
| Manage Bridge |
| Unit Mapping |
| Pre-Tax Book Income |
| Tax Accounts |
| Perm Diffs - Tax Basis |
| Temp Diff Activity - Tax Basis |
| Temp Diff BSO Adjs - Tax Basis |
| Perm Diffs - Book/Tax Basis |
| Temp Diff Activity Book/Tax Basis |
| Trial Balances |
| Import Mappings |
| Export Mappings |
| Manage Payable |
| Manage Payable Transaction Types |
| Manage Payable Rollups |
| Manage Payable Buckets |
| Manage Liability RollForwards |
| Export Payable Categories |
| Manage Data Options |
| System |
| Manage Global Access Components |
| Manage Users |
| Login History |
| Manage Countries/Currencies |
| Manage Deferred Rollforwards |
| Manage NOL Rollforwards |
| Manage IFRS Rollforwards |
| Manage Temp Diff Postings (Tags Only) |
| Manage Licenses |
| Manage Configurations |
| Reporting |
| Tax Provision |
| Effective Tax Rate |
| Regulated |
| Export to Returns |
| Deferred Balances |
| State Level |
| Formatting |
| APIC Pool |
| Other |
| Advanced Functionality |
| Payable |
| Alternative Minimum Tax |
| Flow Through |
| Journal Entries |
| Alternative Provision Calculations |
| Bridge |
| Currency Translation Adjustment (CTA) |
| RTP True-Up |
| Integration |
| Data Entry |
| Global Access |
| Admin |
| Manage Restricted Features |
| Manage Rollups |
| Manage User Questions |
| Plugin Reports |
| Journal Entry Summary |
| Manage Global Attachments |
| Audit Trail |
| Import Categories |
| Functionality |
| User Status |
| Payable |
| Journal Entries |
| Foreign Currency Issues |
| Currency Types and Options |
| Foreign Exchange Rates |
| Change in Rate and Currency Translation |
| Combining Units with Different Currencies |
| Currency Translation Adjustment |
| Interim Reporting |
| Stock Based Compensation |
| True Up to Return (RTP) |
| Single Dataset Approach |
| Multiple Dataset Approach |
| RTP Posting |
| Federal NOL Automation |
| Setup |
| Scenarios |
| Scenario 1 |
| Scenario 2 |
| Scenario 3 |
| Scenario 4 |
| Scenario 5 |
| Scenario 6 |
| Scenario 7 |
| Scenario 8 |
| Scenario 9 |
| Scenario 10 |
| Current Issues |
| Valuation Allowance |
| Separate Attribute Basis |
| Aggregated Attribute Basis |
| Aggregated Attribute Post-Tax Basis |
| Converting from Aggregated to Aggregated Post-Tax |
| Alternative Minimum Tax |
| Report Configuration |
| Tax Basis Balance Sheet/Income Statement |
| Export Provision to Return |
| Flow-Through |
| Associated ONESOURCE Tax Provision Applications |
| Data Tools |
| Excel Add-in for Tax Provision |
| Download and Install ONESOURCE Excel Add-in |
| Accessing Excel Add-in within a Worksheet |
| Mapping |
| Create a New Map |
| View Source Pane |
| Deleting an Existing XML Map in a Worksheet |
| Mapping Dimensions |
| More About Element Headings |
| Identifying Mapped Elements |
| Global Identifiers Map |
| Copy Mapping |
| Copy Workbook |
| Rollover Mapping |
| Templates |
| Validate |
| Transferring Mapped Data to ONESOURCE |
| Import Log for Tax Provision |
| Auto Update Feature for Existing Maps |
| Troubleshooting Excel Add-in Installation Issues |
| Excel Add-in Frequently Asked Questions |
| Active Workpapers |
| Reference Items |
| State and Jurisdiction Codes |
| ISO Country Codes |
| ISO Currency Codes |
| Fiscal Period Codes |
| Default Payable Rollup Codes |
| Default Payable Transaction Types |
| Permission Component Types |
| Access Component Types |
| Component Rollup Codes - Deferred |
| Component Rollup Codes - Effective Rate |
| Component Rollup Codes - Trial Balance |
| Query Filters |
| System Parameters |
| Dataset Parameters |
| Unit Dataset Parameters |
| Unit State Dataset Parameters |
| Special Characters |
| Import Error Messages |
| Where to Enter Items in Onesource Tax Provision |