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Reports
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Search Estimated Payments (ONESOURCE) Support Help and Support.

This article applies to:

  • Product: ONESOURCE Estimated Payments
  • Subject: Reports

Reports

The system provides state reports for all time periods for a Filing Group.
You can organize them in the following ways:
  • By Jurisdiction, Entity, Time Period
  • By Entity, Jurisdiction, Time Period
  • Total Payments – Summary of all payments
  • Entities / Jurisdictions – shows the jurisdictions each entity files
  • Actual (YTD) vs. Forecast
  • Cash Management
You can use the
Jurisdiction
 filter to run a report for a specific jurisdiction. For Actual (YTD) vs. Forecast and Cash Management reports additional filters are available for Filing Group, Entity, Jurisdiction, and Time Period selections.
  1. Go to
    Reports
    .
  2. Select the
    Year
    , and then
    Report
    .
  3. To run a report for a specific jurisdiction, use the Jurisdiction filter. If you don't use the jurisdiction filter, all related jurisdictions in the selected filing group will be included in the report.
  4. Select
    Load
    .
  5. To export the report to Excel, select the
    Export
     icon. The report exports to.CSV format or Excel (best data editing) formats. All related entities will be stacked in the report with associated amounts for each time period.
  6. To save the report to a PDF format, select the
    PDF
     icon.