Workpapers

Accessing the Workpapers feature requires the following:
  • have a valid Active Workpapers license,
  • be assigned to ONESOURCE Workpapers in ONESOURCE Platform User Administration.
To access Workpapers, select
Workpapers
from the navigation bar:
You can pull information from
ONESOURCE Tax Provision
to a Workpaper using the
GET/SET Function Wizard
. Refer to the topic
Function Definition and Execution
in the
Workpapers
online help for information on using the GET/SET Function Wizard.

Workpapers Permissions

The new ONESOURCE Workpapers application has a robust set of permissions. Users can have specific permissions assigned for a workpaper.
  • Permissions are not set for each Workpapers instance, therefore, User Administration for Workpapers is only one permission for all instances.
  • Upon upgrade, users that are in the
    ONESOURCE Tax Provision
    administration group in any instances will have Admin access in User Administration for Workpapers. All other users will have Read Only access in User Administration for Workpapers.