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Integrate Platform chart of accounts with Income Tax
You can manage Platform charts and integrate it with ONESOURCE Income Tax charts. Complete the following steps to configure this integration.
Make sure you have access to both ONESOURCE Administration in Platform and Income Tax. Once you set up the integration, any updates you make in Platform are automatically reflected in Income Tax after you accept the chart.
- In Platform, go to.ONESOURCE AdministrationAccountsSummary Chart of Accounts
- SelectAdd Chart.
- Enter a chart name and a start date for the chart.
- SelectAdd.
- Import the accounts into the chart.
- SelectManage App(s).
- SelectAssociate Chart to Income Tax product, then selectApply.The chart is now available in Income Tax.
- In Income Tax, go to.ChartsAccounts and AdjustmentsNew Platform Chart of Accounts
- Select the tax year from theChart Yeardropdown.
- Select the chart you want to assign in theTCC Chart Namefield.
- SelectSave.The chart is added to Income Tax for the selected tax year and listed in theChart of Accounts and Adjustmentstab. The entry indicates that the chart is managed in Platform and displays the Platform chart version.
- Open the chart in Income Tax and select thePending Accountstab.The pending accounts are listed.
- SelectExportto generate an import template file, or prepare your own file to map TRC and TCC codes.
- SelectImportto upload the file and assign TRC and TCC codes to each account row.importantAlways make the following updates in Platform, not in Income Tax:
- Chart names
- New accounts
- Account descriptions
All updates made in Platform are automatically reflected in Income Tax once you accept the chart.
This article applies to:
- Product: ONESOURCE Income Tax
- Subject: Integration
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