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This article applies to:

  • Product: ONESOURCE Calendar Classic

Phase 2: ONESOURCE Calendar set up

Configure users and security

Review the new ONESOURCE Calendar permissions to familiarize yourself. Decide how you'll structure your groups and user permissions.
Set up user permissions for the new Calendar
  • All users currently in Classic already exist in ONESOURCE Administration.
  • Set user permissions for the new Calendar individually or via Group that Calendar permissions.
  • Ensure you assign all users to
    Productivity Suite
    Calendar
     on the
    Product Assignments
     page. This will let them see the Calendar icon in the Global Header bar.
  • If you plan to attach documents to Calendar Due Dates, be sure to:
    • Turn on
      Documents
       and
      Document Preview
       in the
      Product Assignments
       section.
    • Give them permissions for
      Read
      ,
      Preview
      , and
      Download
      .

Turn on jurisdictions and domains

Jurisdictions and Domains are now centralized lists maintained by Thomson Reuters. Calendar will only schedule and show those jurisdictions that have been associated to Calendar.
Identify required jurisdictions and domains (tax types)
  1. Find the Obligations that you marked for use on the Global Content Library (GCL) in the previous steps.
  2. Select and copy the following:
    1. For jurisdictions:
      Jurisdiction Code
      ,
      Name
      , and
      Type
       columns from the GLC.
    2. For domains: Domain (Tax Type) columns.
  3. Remove duplicate entries.
Turn on the refernce data for jurisdictions and domains (tax types)
  1. Go to
    ONESOURCE Administration
    Reference Data
    .
  2. Turn on all required jurisdictions and domains.

Create entities in ONESOURCE administration

You'll need to make sure that you created all entities in
ONESOURCE Administration
Entities
 and associate them with Calendar.
Required fields
You'll need to provide the following fields for each entity:
  • Entity Name
  • Entity Code (Entity ID = Entity Code)
  • Taxed As (Corporation, Flow Through)
  • Tax Year Start and Tax Year End dates
  • Floating Year information
Additional information
You may be need to provide additional information depending on the obligation:
  • U.S. Return Type, if you're scheduling U.S. obligations.
  • Incorporation or Qualification Details for some obligations.
  • Tax ID or Registration Information for some obligations.

Customize the properties page and fields

The new Calendar lets you customize the information you capture for each Due Date, a key new feature. While Calendar Classic offered the ability to add some user-defined fields, the new Calendar lets you customize the page. You can customize sections and fields to reflect your organization's needs.
Analyze your current custom fields
  1. Review your exported data to understand current field usage.
  2. Determine which custom fields to eliminate versus retain.
  3. Identify new fields that would be helpful.
Design your custom properties page
  1. Add logical sections to organize information.
  2. Create custom fields to capture relevant data around due dates.
  3. Configure field types and validation rules (for example, lock when complete or roll forward).
Design custom status configuration
  • You can customize the list of statuses
    Setup
    Status
    .
  • You'll begin with 2 default statuses:
    Open
     and
    Completed
    .
    note
    The new Calendar lets you mark multiple statuses as
    Closed
    . Many customers use a
    Not Relevant
     status to close a Due Date for reporting, while indicating that no work was needed.

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