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Search Income Tax (ONESOURCE) Help and Support.

This article applies to:

  • Product: ONESOURCE Income Tax

Assign rights to use letters and filing instructions (LAFI)

To use the letters and filing instruction feature, you must have the right to use them assigned to you. This is an administrative feature.
  1. Sign in to the ONESOURCE platform.
  2. Select the
    Administration
    tile.
  3. On the
    Users
    list, select the user you want to assign rights to for letters and filing instructions (LAFI).
  4. Select
    Edit
    , then
    User Permissions
    .
  5. Select the option for
    Letters & Filing instructions admin
    .
  6. Select
    Users
    at the top to return to the Users list. You will get a system message that says the user has Custom Settings.
  7. Leave the Administration tile.
  8. Open the ONESOURCE Income Tax tile.
  9. On the Income Tax menu bar, select
    Tools
    , then
    Admin Tools
    , then
    Letters and Filing Instructions
    .
Letters and Filing Instructions opens in another browser tab. Administrator users can view default templates, customize default templates, and clear default transmittal letter templates to begin creating their own templates.

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