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Search Income Tax (ONESOURCE) Help and Support.

This article applies to:

Open Insurance Workpapers

The Tax Accounting System has two items in the navigation tree that are unique to insurance returns, the

NAIC Annual Statement Reconciliation

and

Insurance Workpapers

.

note

The

Insurance Workpapers

screen is only applicable to 1120-L.

Follow these steps to open Insurance Workpapers.

From the Tax Accounting System
navigation tree, select Insurance Workpapers.

Verify that the correct schedule is displayed.

Verify that the correct amounts for the insurance schedules are displayed.

In the My Binders
list, select the binder, then select Copy Binder
.

Select the options to copy that apply.

Select OK
.

In TAS, select Compute
.

Select Update Organizer
to transfer the insurance information to the Organizer.