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This article applies to:

  • Product: ONESOURCE Indirect Tax,ONESOURCE Indirect Tax Compliance
  • Subject: Licensing,Setup

Set up customer licenses

The Customer Manager screen shows the list of your customers. Use this screen to create client databases and edit licenses.
Follow these steps to set up customer licenses:
  1. From the
    Administration
     menu, select
    Customer Management
    .
  2. Select the checkbox next to the
    Customer ID
     column and select the
    Edit Licenses
     option on the toolbar.
  3. In the
    Template Family
     column, check the checkbox next to the license you want to set up.
  4. In the
    Start Year
     and
    End Year
     columns, specify the years that the license is valid.