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Set up filing groups to identify entities and jurisdictions

Filing groups supply calculation attributes to use for each estimated tax filing. You can either create filing groups automatically by using the Binder Identification process in ONESOURCE Income Tax or create them manually.
tip
Since entities are already set up in ONESOURCE Income Tax, we highly encourage you to use Binder Identification to quickly set up your filing groups in Estimated Payments using the Auto Create function.

Create filing group using Auto Create

note
Don't use Auto Create if you're not using the ONESOURCE Income Tax product or you haven't yet set up Binder Identification for your income tax binders.
  1. In Estimated Payments, go to
    Setup
    , and then
    Filing Groups
    .
  2. Select the appropriate
    Year
    , and then
    Auto Create
    .
  3. Select the
    Binder Identification Year
     from which you want to build member entities.
  4. And select
    Begin
     to start the process.
  5. Lists of groups appear with entity and jurisdiction count based on the year you selected on the previous screen.
  6. Select
    Finish
     to complete the process.
Filing groups are now displayed with related Jurisdiction(s), Tax Law, Filing Method, and Entity Count information.
If new filings are identified in the income tax product subsequent to running
Auto Create
, you can run
Auto Create
 again, and the Estimated Payments system will add the newly identified filing groups.

Create a filing group manually

  1. Select a
    Year
     from the toolbar, and then
    New
    .
  2. Enter a name for the filing group and select
    Next
    . This name is the name that identifies this filing group throughout the system.
  3. Select one of the following:
    • Select an existing consolidation binder in the Income Tax application to determine entities for the new filing group
    • Create a new consolidation entity to use for the new filing group.
    • Do nothing because it's for separate filing jurisdictions.
  4. To select an existing consolidated entity, select a
    Year
     for the income tax binder.
  5. Select the entity and then
    Next
    .
  6. Select the jurisdiction(s) you intend to file estimated payments and/or extensions for this filing group.
  7. After selecting a jurisdiction, assign a user created tax law if you don't want to use the default law. If you aren't using the default tax law filing method, create the custom tax law and filing method prior to creating the filing group.
  8. Go to the
    Assign Tax Law
     field.
  9. Select the applicable tax law, and select
    Next
    . Only jurisdictions selected in the
    Jurisdiction Setup
     menu will be listed in this screen.
  10. Select the entities to include in the filing group.
  11. To create new entities that don't already exist in the system, select
    New
     and then enter:
    • Entity name, address, employer ID
    • Entity type
    • Return type
    • Workarea
  12. Select
    OK
    .
  13. Continue selecting
    New
     to create entities. Make sure you select
    Include
     for these entities.
  14. To add additional entities, not already included in the selected filing group for this jurisdictions, select
    Add
     and then
    Include
    .
  15. Select
    Finish
    .

This article applies to:

  • PRODUCT: ONESOURCE Estimated Payments
  • Subject: Setup

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