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Schedule due dates

Roll forward scheduled due dates

ONESOURCE Calendar simplifies the process of creating
Due Dates
 year after year through the Roll Forward process. This feature lets you replicate and update
Due Dates
 for future years based on existing data.
  1. Access the
    Schedule Due Dates
     screen.
  2. Filter the entities and obligations you want to Roll Forward.
  3. Select
    Roll Forward
    .
  4. Mark the
    Roll Forward
     checkboxes you want to use on the
    Roll Forward Replacement
     window.
  5. Select
    Apply
    .
  6. Monitor the
    Process Queue
     for the status of your Roll Forward submission.
  7. Correct Roll Forward errors.
  8. Review the error messages in the
    Process Queue
     and make corrections.
    1. Year not available
       - Verify that you set the approved years for scheduling in
      Global Settings
      .
    2. New obligation
       - When tax authorities replace a form one-to-one, ONESOURCE Calendar rolls forward to the new obligation and note it in the exception file.
    3. New obligation (multiple options)
       - When tax authorities replace a form because of multiple options, go to the
      Schedule Due Dates
       screen. Filter the
      Obligation Change
       status, select a row, then select the
      Roll Forward
       option. Follow the prompts to make changes.

This article applies to:

  • PRODUCT: ONESOURCE Calendar