This article applies to:

Product: ONESOURCE Income Tax
Subject: Import,Export

Set up Workpapers add-in

Follow these steps to set up the Workpapers add-in for ONESOURCE Income Tax.

Open a new file and go to the Workpapers
tab. Select Field Browser
.

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

Select the screen or detail box and drag it to cell A1.

Select the following parameters:

Search type: By Binder Group

Binder group

Entity numbers: All (Perpetual)

Select Next
, then Transpose
.

Select A3
for the target range, then Done
.

The rows and data columns populate automatically.

To allow multiple changes:

Go to the Workpapers
tab.

Select Settings
, Add-In Settings
, then Calculation
.

Mark Disable automatic calculation of Workpapers formulas
.

Select OK
.

Go to the Get
tab. Select Move or Copy
, then Create a copy
. Rename the new tab to Set
.

In the Set
tab, delete the member columns that won't be populated.

Make the following changes to the formula for the A1
cell:

Change Get
to Set
.

Change A3
to B3:EZZ#
(where # is the last row with a label in column A).

Change TRUE
to TRUE, B2
.

Populate or update the data to send to the organizer.

Go to the Set
tab and select cell A1
, then

Workpapers
Send data
Send selected data

note

The processing bar only displays from the cell with a formula.

To review the changes, while in cell A1
of the Get
tab, select

Workpapers
Retrieve data
Retrieve selected data

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This article applies to:

Set up Workpapers add-in