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Search Estimated Payments (ONESOURCE) Support Help and Support.

This article applies to:

  • Product: ONESOURCE Estimated Payments
  • Subject: Credits

State credits

Credits consist of nonrefundable credits and refundable credits.
note
You must have Estimated Payments Administrator rights to create these credits.
Credits that come from ONESOURCE Tax Provision are identified in a section highlighted with gray color. These credits can be copied, but not deleted or edited in Estimated Payments.

Add state credits

  1. Go to
    Setup
    ,
    State
    , and then
    Credits
    .
  2. Select the appropriate
    Year
    .
  3. To add a new item, select the category where you want to add it, and then
    Add
    .
  4. Enter a description for the new credit. You can also use the
    Copy
     and
    Paste
     commands and copy and paste descriptions from an Excel spreadsheet.
  5. Select the box to include the new credit in estimated payments calculations.
  6. If you want to delete a credit, select the credit you want to delete and select
    Delete
    .
  7. Select
    Show Order Column
     to display an additional column, Order. This allows you to define the order in which each item appears throughout the system. The system defaults to displaying the each type alphabetically.
  8. Select
    Save
    .
The system displays credits which carry from ONESOURCE Tax Provision as nonrefundable credits on a gray colored background. You can't delete these credits.