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Search Estimated Payments (ONESOURCE) Support Help and Support.

This article applies to:

  • Product: ONESOURCE Estimated Payments

Data Source Analysis

The system pulls data from other products. You can review the data source amounts used in the calculations for estimated payments on the
Data Source Analysis
 screen. With the exception of the
Override
 field, all other fields are read only. You can override the final calculations before printing a voucher.

Open the Data Source Analysis screen

  1. Go to
    Data Source Analysis
    .
  2. Select the
    Year
    .
  3. Choose the remaining items (
    Federal
     or
    State
    ,
    Filing Group
    ,
    Actual (YTD)
     or
    Forecast
    ,
    Entity
    ,
    Jurisdiction
    ,
    Time Period
    ) to display the data you'd like to see.
  4. Select
    Load
     to open the Data Source Analysis screen. The Data Source Analysis screen shows Entry Items in rows with Data Sources as columns. Data source amounts appear for applicable data sources.
Menu item
Description
Income Tax - Prior Year
Pulls data from prior year tax return when working with the estimates.
Income Tax - Current Year
Pulls data from the current year tax return when working with estimates.
Prior Quarter
Pulls data from Estimated Payments prior quarter calculations
Entry
Pulls data from the Data Entry screens in Estimated Payments.
Tax Provision
Pulls data from ONESOURCE Tax Provision (if licensed)
State Apportionment
Pulls data from ONESOURCE State Apportionment (if licensed)
Calculated in Federal Review
Pulls data from the federal portion of Estimated Payments.
Selected Data Source
Displays the amount from the other columns based on the selections you make in the Data Sources Setup area.
Override
Gives you the option to override any amount in the Selected Data Source column. Enter an amount "0" to override the selected data source value.
Final
Displays the amounts the system uses in the federal or state estimated payment calculations.
To override the final amount column, use the
Override
 column or make the appropriate changes in the data entry, if data entry is the selected data source.