Benefits of moving to the new Calendar

This guide provides step-by-step instructions for moving from ONESOURCE Calendar Classic to the new ONESOURCE Calendar (Next-gen). By following these steps, you’ll successfully transfer your tax compliance deadlines. You’ll also benefit from Next-gen’s enhanced features and improved user experience.
With the new ONESOURCE Calendar, you’ll benefit from the following:
  • A sleek, modern interface delivers an intuitive user experience and easy navigation.
  • Custom lists and statuses let you create dynamic dropdowns and custom fields.
  • They also help you view all incomplete statuses grouped together for clarity.
  • Schedule effortlessly with an intuitive setup wizard or quick bulk uploads using the import template.
  • ONESOURCE data integration ensures smooth integration of essential information such as entities, jurisdictions, and tax types.
  • Document management lets you attach supporting documents to each due date. Ensuring key artifacts like workpapers and returns are maintained.
  • Interactive dashboards provide a comprehensive view of your due date statuses and grant direct access to detailed information.
  • Smooth API integration makes it easy to access Due Dates. This supports building custom dashboards with BI tools or integrating with existing systems.

Understanding terminology differences

Before starting your move, understand these important terminology changes:
Classic term
New term
Events
Due Dates
Event Templates
Obligations (each with a unique ID)
Jurisdictions & Tax Types
Reference Data in Administration
Custom Events
Custom Due Dates (no template required)