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Organizer

Spreadsheet Functionality

The spreadsheet format is illustrated below:
Organizer State Spreadsheet Example
In the upper left corner of the spreadsheet has two icons:
Icon name
Icon image
Icon explanation
Refresh Tax Return Data
Refresh tax return data
Select this to refresh tax return data that flows in from other data entry points in the Organizer. Any new values that occur because of computations will be reflected with a refresh. Make sure
Auto Compute
 is activated for the locator.
Delete Row
Delete row
Highlight a row in the spreadsheet and select this icon to delete the row.
  • After you open the spreadsheet, you can enter data as you would in any spreadsheet. Once you enter your data and select Enter or tab to another field, the data is committed to the Organizer. To change a value back, simply re-enter the original value. If you changed a value within an Individual state row and you would like to pull from Common State instead and the field is not indicating that it has been overridden, simply delete the entered value. If it has been overridden (data’s font is red), then use the right mouse function to clear the override.
  • You can adjust column widths during your current session but they will reset the next time you access the screen.
  • Drill-down links are provided from the Tax Forms to the specific fields within the spreadsheet to assist with data entry.
  • The fields marked N/A indicate that the particular field does not apply to that specific jurisdiction. If you mistakenly type on a field marked N/A, simply reopen the dialog. The N/A will display again.
  • If a field does not display N/A, you can enter data. This holds true for the Federal row as well. The entire Federal row is presented in gray to indicate that it is read-only. If the field does not have N/A, then a field exists in the federal Organizer for this particular item.
  • Some fields only allow a controlled set of values to be selected. In these cases, select the value from the drop-down list on the individual jurisdiction row. Only the options available for that particular jurisdiction will display as choices.
  • Select Fullscreen in the upper corner to enlarge the spreadsheet.
  • Right mouse functionality includes the following:
    • Copy: Use this option to copy the data in the field to the Windows clipboard.
    • Paste: Use this option to paste the data on the Windows clipboard that you previously copied.
    • Clear Override: Use this option to clear an override.
    • Estimate: Not applicable to Organizer spreadsheets.
    • FormSource: Use this option to view the FormSource field information, including the form type, form name, field name, data type, and field description.
    • Subview: Use this option to review the amounts from each subsidiary included in a consolidation.

This article applies to:

  • Product: ONESOURCE Income Tax Express RS
  • Subject: Organizer

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