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Action items

Action items include both tax law updates and processing alerts. These items may require action or correction.

View tax law updates

  1. Go to
    Action Items
    , and then
    Tax Law Updates
    .
  2. If any tax law changes have occurred since the last release, they'll appear on this screen.
  3. You can select all or clear all to accept or acknowledge the changes. If you accept a change, the tax law message disappears and the product's calculations reflect the change. After accepting, you can also see the change reflected in the
    Tax Law Control Panel
     on the
    Setup
     menu. If you don't want to use the new tax law change, don't accept it. Use
    Acknowledge
     to indicate you've reviewed the item.

View state modification updates

  1. In the bottom panel menu, select
    Action Items
    .
  2. On the top menu, select
    State Modification Updates
    .
  3. If any state modification changes have occurred since the last software release, they will appear on this screen.
  4. On the top toolbar, use the command check boxes,
    Select All
    ,
    Clear All
    , to accept or acknowledge the changes. If you accept a change, the state modification message disappears and the software calculations will reflect the change. After accepting, you can also see the change reflected in
    Modifications & Adjustments
     on the
    Setup
     menu. If you do not want to use the state modification change, do not accept it. Use
    Acknowledge
     to indicate you have reviewed the item.

Viewing Processing Alerts

  1. In the bottom panel menu, select
    Action Items
    .
  2. Select
    Processing Alerts
    .
  3. Processing alerts will appear on this screen.
  4. Review and acknowledge each alert and take action for the alerts which indicate they need attention.

This article applies to:

  • Product: ONESOURCE Estimated Payments