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Create and manage scenarios

Add a Scenario
  1. Select
    Add Scenario
     to open the add/edit page.
  2. Choose a company from the dropdown in the
    Scenario Setup
     section.
  3. Enter mandatory details: Scenario Name, Effective Date, and Company Role or Document Type.
  4. Optionally, enter additional transaction details in the
    Header Information
     and
    Line Information
     sections.
  5. Select
    Save Scenario
     to store your scenario.
Edit a Scenario
  1. Select
    Edit
     from the actions dropdown next to the desired scenario.
  2. Modify the necessary details starting from step 3 in the "Adding a Scenario" section.
Copy a Scenario
  1. Select
    Duplicate
     from the actions menu.
  2. Choose a company for the new scenario.
  3. Enter a new name and select
    Duplicate
     or
    Duplicate and Open
    .
Rename a Scenario
  1. Select
    Rename
     from the actions menu.
  2. Enter a new name and follow the steps starting from step 3 in the "Adding a Scenario" section.
Delete a Scenario
  1. Select the checkbox next to the scenarios you wish to delete.
  2. Select
    Delete
     from the menu bar.
  3. Confirm by selecting
    Delete Scenario
     in the pop-up window.
View results
  1. Select
    View Results
     from the actions menu.
  2. Review tax results under the
    Result Details
     tab, including calculation breakdown and messages.
  3. Select the
    XML
     tab to view filtered XML input and output data.

This article applies to:

  • Product: ONESOURCE Determination