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Transfer data

Transfer Estimated Payments data to ONESOURCE Calendar

Estimated Payments provides the ability to send the final payment amounts for each jurisdiction to ONESOURCE Calendar.
  1. In ONESOURCE, go to
    Menu
    , and then
    Mapping
    .
  2. Select
    Income Tax
     as the
    Source
    .
  3. Select
    Entity Manager
     as the
    Target
    .
    • Entity Name, Entity ID, and Source columns display.
    • Entities are pulled from Entity Manager and from the Entity Browser in Calendar-enabled drawers.
    • If an entity is available in multiple drawers, you will see Entity Manager in the Source column.
    • If an entity is available in a specific drawer only, you will see the name of the drawer in the Source column.
  4. Select
    Filing Year
    , for example 2023 Estimates should have a 2023 map; 2022 Extensions should have a 2022 map.
  5. Go to
    Maps
    , then
    New
    .
  6. Create an Entity-Calendar Map.
  7. Enter a name and description and select Entity-Calendar Map and then
    OK
    .
  8. Open the map.
  9. Map left to right the Income Tax/Estimated Payment entities to the Calendar entities.
  10. Select
    Save
     and then
    Close
    .
  11. You can also import this mapping from an Excel import file by selecting Import from inside the map. To create an import template, select Export from inside the map.
  12. Go to
    Map Sets
    .
  13. Select
    New
    .
  14. Enter a name, description and assign the Entity-Calendar Map.
  15. Select
    Save
    .This mapping establishes the link between Estimated Payments and Calendar entities.
  16. In Calendar: Make sure you have created the Scheduled Events for each filing entity and jurisdiction.
  17. In Income Tax: Make sure you have completed Binder Identification for each Combined/Consolidated and Separate filing by jurisdiction.
  18. Go to
    Estimated Payments
    , and then
    Locking
    .
  19. To send payments to Calendar, select the Year, Filing Group, Jurisdiction, and Time Period.
  20. Select
    Load
    .
  21. Select each filing entity and then
    Lock
    .
  22. Select
    Save
    . This sends the payments to Calendar.
note
  • For Combined/Consolidated filings, selecting the Top Consolidation entity locks all member entities and sends the payments to the entity that is in the "Parent" slot of the Income Tax consolidated binder.
  • For Separate filing Divisional Consolidations selecting the Divisional Consolidation entity locks all Division entities and sends the payments to the Division entity that is in the "Parent" slot of Income Tax Divisional consolidated binder.
  • Review payments that have been locked, but couldn't be sent to Calendar in the Estimated Payments, go to
    Action Items
    , and then
    Processing Alerts
    .
  • The alerts will have an alert date when it was created.
  • The alerts list the Filing Group, Entity, Jurisdiction and Time Period details to aid in resolving the issue.
  • Select Acknowledge to clear the alerts.
  • You can unlock and lock again after set up is adjusted to address any issues if a payment couldn't find its Calendar scheduled event.
  • In Calendar, payments flow to the
    Payment/fee
     field. The process also updates the Calendar Events History with the user, date, stating the update came from Estimated Payments with the amount details.

This article applies to:

  • PRODUCT: ONESOURCE Calendar,ONESOURCE Estimated Payments
  • Subject: Integration