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Transfer data

Get data from ONESOURCE Tax Provision

To get data from ONESOURCE Tax Provision for estimated payments, you must complete setting up the information in Tax Provision.
  1. In Tax Provision, go to
    Administration
    ,
    System
    ,
    Manage Configurations
    ,
    Integration
    , and then
    Estimated Payments
    .
  2. To transfer amounts in reporting currency, select either
    Yes
     or
    No
    .
  3. In each section of data,
    Actual
    ,
    Actual Months
    ,
    Forecast Data
    , select the applicable item.
    1. Actual (year-to-date)
       - Tax Provision datasets to use for each Estimated Payment time period.
    2. Forecast Data
       - Datasets for forecast data. Estimated Payments will then calculate the data using forecast and actual data.
    3. Actual Months
       - Number of months each actual dataset represents.
  4. To transfer data from Estimated Payments, select either
    Yes
     or
    No
    .
  5. Select the appropriate types.
  6. Select
    Display Consolidated Members Code
    . This allows the selection in Tax Provision of the unit to receive the payments for each consolidated filing from Estimated Payments.

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision,ONESOURCE Estimated Payments
  • Subject: Integration