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Data entry

Data refresh

Use this area to identify entity maps for ONESOURCE Tax Provision, State Apportionment, and Income Tax. If you change data in one of these products, you can update Estimated Payments instantly by using the data refresh function.
note
These maps are only needed if the entities aren't the same across each of the other products and Estimated Payments.

Update data and identify entity maps

  1. Go to
    Setup
    , and select
    Data Refresh
    .
  2. Select a
    Target Year
     as the Estimated Payments filing year.
  3. Select a
    Source Year
     for Tax Provision and State Apportionment. This is the year where the data exists in each product.
  4. Select the entity maps for Tax Provision and State Apportionment.
  5. In the
    Data Refresh
     section, select one or more of the products (Tax Provision, State Apportionment, Income tax to refresh data for one or more of the products.
  6. Select
    Start Update
    .
  7. If data changes in one of the products, use
    Data Refresh
     to instantly update Estimated Payments with the changes.
  8. The
    Status
     section displays each process as it runs and shows when it finishes. Any errors appear in the
    Warning
     column. The status updates automatically.
  9. Select
    Check Status
     to see the updates more often.
note
Data Refresh only updates Data Review if these products are selected as data sources in the Federal or State Data Sources setup area.

This article applies to:

  • Product: ONESOURCE Estimated Payments