Calculations

Configure print styles

Print styles make it possible to apply custom print formats to printed calculations. You can set up styles that include elements such as a cover page or headers and footers, and designate a print style as the default style for others in your organization to use. When someone prints a calculation, they select the print style to use and the print will use the defined settings.
ONESOURCE Corporate Tax includes a pre-defined print style called Modern. Any new print styles you create start with Modern settings, which you then customise to suit your needs. You can view the settings for the Modern style but can't make changes.
To view the settings for the Modern print style, select the view icon in the
Actions
 column.

Define a new print style

  1. Select
    Configuration
    , then
    Print Styles
    .
  2. Select the
    Add
     button on the toolbar. A new print style is created with the same settings as the Modern style. You can add, change, or remove settings as necessary to create your new print style.
  3. In the
    Print Style Name
     field, enter a name for the new print style.
  4. Mark the
    Default Style
     checkbox if you want to make this the default style.
  5. Use the settings on the
    Include
     tab to define style elements that you have set up and want to include.
    • Cover Page
      : Mark this checkbox to include a cover page for the selected sheets. The cover page includes the calculation name, dataset purpose, and period end date.
    • Table of contents
      : Mark this checkbox to print a table of contents for the selected sheets. The table of contents consists of the sheet name and reference.
    • Header
      : Mark this checkbox to include a header.
    • Footer
      : Mark this checkbox to include a footer.
    • Cross References
      : If you mark this checkbox, cross references between sheets appear in blue text and help you trace the transfer of data between sheets. Links appear only if sheets containing the source and the destination of the link are included in the print job.
    • In Sheet Cross References
      : Include the in-sheet cross references in the printed version.
      note
      The
      In Sheet Cross References
       checkbox only appears if the
      Cross References
       checkbox is marked.
      In the printed version, the in sheet cross references appear marked with "above" and "below" in place of the arrows.
    • Print Sheets On Separate Page
      : Mark this checkbox to start every sheet in the calculation on a new page in the PDF.
  6. On the
    Cover Page - Logos
     tab, you can add one or 2 logos to your cover page. Drag the images from your computer into the box, or select the
    Browse for file
     button to go to the file on your computer.
    • Enter a value in centimetres in the
      Image position
       fields to specify the location of the images from the left and top of the page.
    • You can enter a value in the
      Image Scaling
       field to enlarge or shrink the image. The default is 100, which displays the image in its original size. To enlarge the image, enter a value greater than 100. To shrink it, enter a value less than 100.
    note
    Accepted file formats include JPEG, JPG, and BMP. You can't upload a PDF or other type of file. The system also prevents files from being uploaded if the file extension has been changed to something other than the actual file type. For example, if you change the extension of a PDF to .jpg, a warning will appear if you try to upload it.
  7. On the
    Cover Page - Titles & Others
     tab, specify the title alignment, location, font, and text.
    You can also customise the text that appears on the cover page by specifying properties to include in the
    Cover Page Text
     field.
    Symbol
    Function
    @
    Use the
    @
     symbol to specify a property or range name to be included.
    Range names are defined at the template level and all available range names in a calculation are supported.
    " "
    Use quotation marks
    " "
     around any custom text you want to include.
    ~
    Use the
    ~
     symbol to move the content after it to the next line. You can add additional
    ~
     symbols to insert blank lines. Enclose the symbols in quotation marks.
    +
    Use a plus symbol
    +
     between phrases.
    Example:
     In the example provided, "period from" and "period to" are range names used in calculation to demonstrate the usage of range names. You can use any range names per the calculations you are printing, and their values will be reflected in the printout.
    @GETPROPERTY("EntityName") + "~~" + "Basis period " + @PERIOD_FROM + " to " + @PERIOD_TO in Cover Page Text creates a cover page.
    The following properties are supported:
    Dataset properties
    • DATASETNAME
    • YEAR
    • PURPOSE
    • CREATEDBY
    • CREATEDDATE
    Entity properties
    • ENTITYNAME
    • ENTITYSHORTNAME
    • LEGALENTITYTYPE
    Calculation properties
    • CALCULATIONNAME
    • STATUS
    • TAXREGIME
    • STARTDATE
    • ENDDATE
  8. On the
    Header
     and
    Footer
     tabs, specify the header and footer text and the font styles to use. You can specify the font, the font size and style, and the alignment of the header and footer text.
  9. On the
    Notes
     tab, use the checkboxes to indicate whether to include notes and queries. Use the checkboxes to include notes or queries based on the calculation status. Users will see the options you define here in the
    Notes and Query Print Options
     on the Print Calculations window.
  10. Select the
    OK
     button.

This article applies to:

  • PRODUCT: ONESOURCE Trusts
  • Subject: Print