What's new for 2025

Learn about 2025 ONESOURCE Income Tax enhancements, including AI-powered Tax Regulatory Insights, Data Query Reporting with OData, WorkPapers NG Excel add-in, accessibility improvements, e-file diagnostics, and IRS eFIN validation requirements.
This training video covers the latest product enhancements and upcoming features for ONESOURCE Income Tax for tax year 2025.

What you'll learn

The training video reviews product updates, including:
  • Batch binder compute
  • Organizer shortcuts
  • Entity management
  • AI-powered help search
  • State taxable income workpapers
important
The session covers a critical new IRS requirement for eFIN validation and provides guidance on tax form updates across 1120, 1065, and state returns.

Key updates for 2025

  • Accessibility improvements to the Organizer
  • Enhanced e-file diagnostics with consolidated status views
  • New entity import templates and working trial balance columns
  • Performance improvements, especially for international computes
  • Tax Regulatory Insights - a new AI tool that compares Checkpoint articles against your tax returns to identify potential impacts
  • New alerts section for jurisdiction updates and known issues
  • Enhanced binder groups with import/export capabilities

Featured products

The video shows you how to use Data Query Reporting (replacing Data Query Classic) to create custom reports, visualizations, and pull data directly into Excel using OData. You'll also see WorkPapers NG—a new Excel add-in for importing and exporting data from ONESOURCE Income Tax Organizer or tax forms.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close