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Excel Add-in

Set up Workpapers add-in

Follow these steps to set up the Workpapers add-in for ONESOURCE Income Tax.
  1. Open a new file and go to the
    Workpapers
     tab. Select
    Field Browser
    .
  2. Select the following:
    • Functionality:
      Get Data
    • Product:
      US Income Tax
    • Feature:
      Organizer
       or
      Tax Forms
    • Year (only the 4 most recent years available)
    • Return type:
      1120
       or
      1065
  3. Select the screen or detail box and drag it to cell A1.
  4. Select the following parameters:
    • Search type:
      By Binder Group
    • Binder group
    • Entity numbers:
      All (Perpetual)
  5. Select
    Next
    , then
    Transpose
    .
  6. Select
    A3
     for the target range, then
    Done
    .
    The rows and data columns populate automatically.
  7. To allow multiple changes:
    1. Go to the
      Workpapers
       tab.
    2. Select
      Settings
      ,
      Add-In Settings
      , then
      Calculation
      .
    3. Mark
      Disable automatic calculation of Workpapers formulas
      .
    4. Select
      OK
      .
  8. Go to the
    Get
     tab. Select
    Move or Copy
    , then
    Create a copy
    . Rename the new tab to
    Set
    .
  9. In the
    Set
     tab, delete the member columns that won't be populated.
  10. Make the following changes to the formula for the
    A1
     cell:
    1. Change
      Get
       to
      Set
      .
    2. Change
      A3
       to
      B3:EZZ#
       (where # is the last row with a label in column A).
    3. Change
      TRUE
       to
      TRUE, B2
      .
  11. Populate or update the data to send to the organizer.
  12. Go to the
    Set
     tab and select cell
    A1
    , then
    Workpapers
    Send data
    Send selected data
    .
  13. To review the changes, while in cell
    A1
     of the
    Get
     tab, select
    Workpapers
    Retrieve data
    Retrieve selected data
    .

This article applies to:

  • PRODUCT: ONESOURCE Income Tax
  • Subject: Add-in, Setup
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