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Create binders

Add a single binder

  1. Select
    Binders
    .
  2. Select the correct workarea, then
    Add Binders
    ,
    Add Single Binder
    .
  3. Select the entity name.
  4. Enter the binder name and complete the remaining fields.
  5. Select
    Save
     when done.

Add multiple binders

Adding multiple binders is useful when you need to create new binders for several entities at once. For example, use this option when you're starting a new reporting period and need new binders for multiple entities within a workarea.
  1. Select
    Binders
    .
  2. Select the correct workarea, and then
    Add Binders
    ,
    Add Multiple Binders
    .
  3. Very the workarea and complete the date fields.
  4. Select the binder type.
    1. Create primary filing automation binders
       - Primary filing type gets set and the binder name's set automatically. Skip to step 5.
    2. Select Binder Type
  5. Select the binder purpose.
    1. Select Binder Purpose/Name
    2. Create New Binder Purpose/Name
  6. Select
    Preview
    . You can make changes before the binders get created by updating the binder setting fields and then refreshing your screen.
  7. And lastly, select
    Create Binders
    .

This article applies to:

  • PRODUCT: ONESOURCE Indirect Tax,ONESOURCE Sales and Use Tax Compliance
  • Subject: Binders

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