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Content updates

Periodic updates to content

Due to Tax law updates, content within Calendar is regularly updated. Because of this, sometimes due dates that you’ve already scheduled will change.

Due date recalculation

When a scheduled due date has been recalculated, you will be alerted of the change on the
Schedule Due Dates
 tab. In the Status column, the status will read “Due date recalculated”, and by hovering over the “I” icon, you can review why the date was recalculated.
To clear the recalculation flag, go to the
Schedule Due Dates
 area and select the flagged obligation. Once you select the obligation, select:
Content Updates > Clear Recalculation Flag
After you clear the recalculation flag, the obligation status will change back to “scheduled”.

Obligation changes

When a scheduled obligation changes, you will be notified in the
Schedule Due Dates
 area by the status “Obligation change”.
Hover over the “I” icon to review notes on the update. This example has more that one potential replacement available for the obligation.
To replace the out-of-date obligation, begin by selecting the flagged obligation. Next, click
Obligation Change
.
Next, you will be prompted to select the new obligation you would like to schedule. To do this, you will want to:
  1. Review the obligation descriptions
  2. Choose the obligation that is most appropriate for your entity
  3. Check
    delete obsolete obligation
    if you want to remove the old obligation
  4. Select
    OK
    to add the new obligation
In some instances, obligations will become obsolete with no replacements. You will be noted of this change in the
Schedule Due Dates
 area by the note “Obligation changed”. In this example, by hovering over the “I” icon, the notes reveal that the replacement for this obligation has been eliminated.
Because there is no replacement, you can choose to delete the obsolete obligation, or keep it as is. To do this, select the flagged obligation, click
Content Update > Obligation Change
 and delete the obligation if desired.

This article applies to:

  • PRODUCT: ONESOURCE Calendar