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Set up Federal data sources

The setup area for federal data sources allows you to manage where data's coming from for each federal item for each quarter and extension.
You can select Tax Provision when you want data gathered from the ONESOURCE Tax Provision product or Entry when you enter data in the Estimated Payments product.
note
Federal data source items correspond to each data entry section. Some items won't allow a selection for Tax Provision.

Manage Federal data sources

  1. Go to
    Setup
    ,
    Federal
    , and then
    Data Sources
    .
  2. Select a
    Year
    .
  3. Select the available data source for each item.
  4. If the data source is the same for the entire row, use
    Copy Across
     to copy the selection across the row.
  5. Use
    Copy Down
     to copy a selection down a column. Make a selection in one of the fields and then select
    Copy Across
     or
    Copy Down
     to apply to all applicable fields in a row or column. Federal data sources can be rolled over to next year.
  6. Select
    Save
     after making selections.
    note
    You can use the
    Data Source Analysis
     screen to analyze the selections you make on the
    Setup
     screen for each item. The Data Source Analysis screen displays all data sources as column headers. Changes will automatically update on the
    Data Review
     results screen.

This article applies to:

  • PRODUCT: ONESOURCE Estimated Payments
  • Subject: Setup