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This article applies to:

  • Product: ONESOURCE Estimated Payments
  • Subject: Workpapers

Enter data in the system

Data Entry is the area of the system where you can enter data by Filing Group or Entity for federal, state, and common state for state modifications and adjustments. You can enter data for either Actual (YTD) or Forecast purposes for a specific time period.
note
Enter data for Actual (YTD) and Forecast to allow the system to run the calculations using both collections of data

Open Data Entry Workpaper

  1. Go to
    Data Entry
    .
  2. Select the
    Year
    .
  3. Select from the following to display the data you want to see:
    Menu item
    Description
    Federal, State, Common State
    Filing Group or None
    If you select None, the system shows all entities across all filing groups for the year.
    Amount Type
    Select either
    Actual
     (YTD) or
    Forecast
    .
    Rows
    Entry Items, Entities, Jurisdictions, Time Periods
    Columns
    Entities, Jurisdictions, Time Period, Entry Items
    Column Filter
    All are selected by default. The system allows you to filter what you display.
    Dynamic Filter 1
    Select based on the previous row and column selections.
    Dynamic Filter 2
    Select based on the previous row and column selections.
  4. The filtering features, allow you to customize the way you enter or view your data. Some selections for rows and columns require you to specify an entity as opposed to a jurisdiction.
  5. Use
    Column Filter
     to optimize viewing relevant information when entering data, by filtering items selected for columns. For example, you can filter entry items when you select
    Entry Items
     for the Columns field.
  6. Enter data or use
    Copy
    ,
    Cut
    , and
    Paste
     on the Excel menu or on the clipboard.
  7. Select
    Save
    .