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Calendar (ONESOURCE) Support

A Calendar overview

ONESOURCE Calendar is a tool that allows you track deadlines for taxes, payments, extensions, filings, and projects.

Calendar

To use Calendar, select the Calendar icon in the ONESOURCE Platform.
Main Tabs
In Calendar, there are six main tabs available:
  • Dashboard
  • Due Dates
  • Schedule Due Dates
  • Process Queue
  • Content Update Notes
  • Setup

Dashboard

The
Dashboard
 area of Calendar provides a high-level overview of scheduled content.

Due dates

When you open Calendar, the default view is the Due Dates tab. This area displays your scheduled due dates. There are two views available for your content: List View and Calendar View.
List view
The list view option displays your due dates in a list format.
Calendar view
This option displays due dates on a Calendar so you can visualize where your obligations fall in the month.

Schedule due dates

On the
Schedule Due Dates
 tab, you can view the currently scheduled obligations for each entity and schedule new obligations using a five-step scheduling wizard or in bulk through import templates.

Process queue

The
Process Queue
 tab provides insight into the status of offline processes such as import or roll forward. If there are errors during those processes, error files are available for download and review.

Content update notes

The
Content Update Notes
 contains information pertaining to Tax Law changes made to Calendar content.
This function allows you to be aware of any updates or changes coming to the content

Setup

The
Setup
 tab allows you to customize and setup your Calendar environment to your needs. In this area, you can access settings for:
  • Properties
  • Status
  • List
  • Global Defaults

This article applies to:

  • Product: ONESOURCE Calendar