Workareas
Use Workareas to organize your desktop. A Workarea stores all the entities and binders for an organization or group of companies.
Create a new workarea
- On the All Binders screen, on the menu bar next to theWorkareadropdown, selectAdd Workarea.
- Enter the name of the newWorkarea.
- Save.
Create multiple workareas
Repeat the process above to create multiple workareas. Multiple Workareas are typically created for the following scenarios:
- Multiple office locations using the same ONESOURCE Income Tax account. Multiple workareas allows you to have different security options for each Workarea.
- Organizing entity types such as 1065, 1120, foreign entities.
