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Search Estimated Payments (ONESOURCE) Support Help and Support.

This article applies to:

  • Product: ONESOURCE Estimated Payments
  • Subject: Setup

Set up state data sources

The setup area for State Data Sources gives you the control to manage the data source of each item for each quarter as well as first and second extensions. You can rollover state data source selections from year to year.
Data Source selections include the following:
  • Calculated in Federal Review (Federal Taxable Income)
  • Tax Provision
  • Entry
  • Prior Quarter (if 2nd, 3rd or 4th Quarter)
  • Income Tax Current Year (1 year back from Estimated Payment year)
  • Income Tax Prior Year (2 years back from Estimated Payment year)
  • State Apportionment
State data source items correspond to each data entry section. Addition, Subtraction, Increase, and Decrease sources are defined at the item detail level.

Manage state data sources

  1. Go to
    Setup
    ,
    State
    , and then
    Data Sources
    .
  2. Select a
    Year
    .
  3. Select the available data source for each item. Changes to Data Sources automatically update Data Review results.
  4. If the data source is the same in one row or column, use the
    Copy Across
     or
    Copy Down
     feature on the toolbar ribbon to copy the selection across the row or down the column. Select the item in one of the fields and then select
    Copy
    Across
     or
    Copy Down
     to apply to all applicable fields.
note
You can analyze items you selected on the Setup screen on the Data Source Analysis screen. The Data Source Analysis screen displays all data sources as column headers.