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This article applies to:

  • Product: ONESOURCE Calendar Classic

Phase 4: Validation and go-live

Validate the migration

Verify your data
  1. Verify correct creation of all entities.
  2. Ensure proper generation of due dates.
  3. Check the accuracy of custom field data.
  4. Validate user assignments.
Test critical functions
  1. Verify due date calculations.
  2. Test custom fields for their functionality.
  3. Verify reporting capabilities.
  4. Validate user access and permissions.

User training and adoption

Conduct user training
  1. Schedule training sessions for all users.
  2. Focus on key differences from Classic.
  3. Provide hands-on practice time.
Provide support resources
  1. Review ONESOURCE communities and documentation.
  2. Reference training videos as needed.
  3. Establish internal support procedures.

Support and next steps

This migration guide covers the essential steps for transitioning to the new ONESOURCE Calendar. For complex scenarios or additional assistance, consider:
  1. Attending Passport training through ONESOURCE University.
  2. Scheduling dedicated ONESOURCE University training.
  3. Engaging with ONESOURCE support communities.
  4. Work with your Thomson Reuters account team.
The new ONESOURCE Calendar provides enhanced functionality, an improved user experience, and better integration capabilities that will benefit your tax compliance processes long term.