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Schedule due dates

Scheduling wizard

The scheduling wizard guides you through the selection process helping to narrow the thousands of obligations for which ONESOURCE maintains content to those that are relevant to your entities.
Go to
Schedule Due Dates
, then
Add
 to schedule due dates with the wizard.
For Step 1 of the wizard you will choose your year and jurisdiction.
In this step, you will make three selections:
  1. Select the tax or reporting year for which dates will be tracked.
  2. Select beginning or ending for how the year will be interpreted if the tax or reporting year is not a Calendar year. For example, if the tax year is 2021, you need to indicate if the tax year begins or ends in 2021.
  3. Select the jurisdiction for which the obligations will be scheduled.
a. The Jurisdictions presented will only be those jurisdictions that are associated with Calendar in ONESOURCE Administration.
In the Step 2, you will select the
Tax Types
 and
Deliverable Types
 you want to track.
The content displayed in this step is what the system maintains for the jurisdiction you selected in step 1 and for only those Tax Types (Domains) that are associated with Calendar.
In Step 3, you will select the Entities for which you would like to schedule due dates.
Entities will display in this step based on following criteria:
  • Must be associated with Calendar
  • Must be in a “ready” state, i.e., have all information required by Calendar completed
  • If scheduling for US federal and state/local jurisdictions, must have a US Return type
In Step 4, the wizard may ask additional questions to help narrow the obligation list. Those questions may differ based on either how an entity is taxed (Taxed As) or the type of US return they file. If such differences exist, the selection of entities in Step 3 will be restricted and instructions will be given at the top of the Entities selection screen.
In the final Step 5, Calendar presents the obligations that have been identified based on steps 1-4. Here, you will need to do the following:
  1. Select one or more of the Obligations.
  2. Select a frequency if more than one is available for the obligation.
  3. If present, answer the questions appropriate for your entities.

Review and schedule

All obligations selected in Step 5 are presented on the
Schedule Due Dates
 grid for each of the entities selected in Step 3. Here, you will see the following:
  • Each combination of entity and obligation appears as a single row on the grid
  • Each row contains details about the obligation
  • Each row reflects the Start and End of the year for which dates will be calculated.
    • Depending on the obligation, this may be tied to either the Entity Year End or the period that is dictated by the taxing authority.
Status column shows as Pending.
Potential Warnings
:
The status column will display a Warning when obligations require additional information such as Incorporation Date or Registration ID and the required data is NOT present for the Entity. To correct this issue, update the Entity information and then proceed with scheduling.
Note: This may take up to 30 minutes to sync with Calendar.
In this stage, you will need to do the following:
  1. Review and confirm the entity/obligation combination and the start & end of the year presented for each row.
  2. If approved, select one or more rows, click
    Schedule
    to schedule the due dates associated with that obligation.
  3. All due dates related to that row will be scheduled and available on the
    Due Dates
    tab.
    1. The status of the row will change from
      Pending
      to
      Scheduled
      .
    2. For obligations with frequencies other than “annual”, more than one due date will be scheduled on the Due Dates tab.
    3. For example, for quarterly, 4 dates will be scheduled. For monthly, 12.
  4. If the combination is not valid and you wish to remove it, select the row or rows, then click
    Delete
    . The row will be removed

This article applies to:

  • PRODUCT: ONESOURCE Calendar