Within the Tax Provision tab, you can see the pre-set paths to ONESOURCE Tax Provision. Also, the Instance drop-down list will have a pre-selected ONESOURCE Tax Provision Instance; however, you can choose another instance.
1. | In the Tax Provision tab, the Service path is pre-set. Note that the server URL is determined when you installed Excel Add-in. |
2. | In the Instance drop-down list, select the desired instance to transfer data from Excel Add-in. |
3. | You can click Refresh Instance List to update the list and then select the appropriate instance. |
4. | Select Send each import individually for maps. You are not required to select this option. Select the option only if maps with no validation errors fail to transfer into ONESOURCE Tax Provision. |
Note: ONESOURCE Tax Provision is populated with the ONESOURCE hosted webservice, server. If you are a non-hosted client, please contact your system administrator to set this up.
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