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Excel Add-in

ONESOURCE Workpapers and the Excel add-in

Workpapers is a tool enabling you to use Microsoft Excel to manage data in ONESOURCE applications. You can import and export data into and out of the income tax application.
It's composed of two parts, an add-in for Microsoft Excel and a
Workpapers
 product tile on the ONESOURCE platform. You must download the latest version of ONESOURCE Workpapers to use this tool.
To download and install the ONESOURCE Workpapers Excel Add-in:
  1. On ONESOURCE Platform, go to the
    Workpapers
     tile, a separately licensed product.
  2. On the toolbar select
    Add-in
     and then
    Download
    .
  3. Once you've downloaded the Add-in files and opened Excel, you will see a
    Workpapers
     menu item on the Excel toolbar. 
  4. You must register the Add-in before you use it. Select
    Register
     on the toolbar and enter your Username and Password for your Thomson Reuters account. Remember that if you change your password in the platform you'll need to update it in the Add-in.

This article applies to:

  • Product: ONESOURCE Income Tax
  • Subject: Export, Import
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