Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Return functions

Add an attachment to a return

You can attach supporting documentation of any file type to an individual cell in the calculations. There is no restriction on file size or the number of attachments, but data in the attachments cannot be linked to cells in the calculation. Adding an attachment to a calculation is similar to adding an attachment to an e-mail. You can also add a link to a website.
Attach a file to a return
  1. Open the return that will contain the attachment.
  2. Select the notes icon from the toolbar, then select
    Add Attachment
     from the list of options.
  1. Select the
    Add File
     button.
  2. Drag and drop the file into the window, or select the
    Browse for File
     button and navigate to the file location on your computer.
  3. Use the dropdown to indicate whether the file applies to only the cell or to the entire sheet.
  4. If you select
    Sheet
    , you have the option to allow the attachment to roll forward. Select the
    Roll Forward to Next Period
     box.
  5. Select the
    OK
    button.
Attach a link to a return
  1. Open the return that will contain the attachment.
  2. Select the note icon from the toolbar, then select
    Add Attachment
     from the list of options.
  1. Select the
    Add Link
     button.
  2. In the
    Link Name
     field, enter a name to identify the link.
note
You must use the entire URL, including the
http://
 prefix.
  1. In the
    Address
    field, enter the URL. You can also add an optional comment in the
    Comment
    field.
  2. Use the dropdown to indicate whether the link applies to only the cell or to the entire sheet.
  3. If you select
    Sheet
    , you have the option to allow the attachment to roll forward. Select the
    Roll Forward to Next Period
     box.
  4. Select the
    OK
    button.
Viewing or opening attachments or notes
A small paperclip icon in a cell or sheet indicates that an attachment has been added. Select the icon to open the attachment.
You can show the list of all attachments in a particular calculation:
  1. Open the calculation.
  2. Select the note icon on the toolbar, then select
    Calculation Attachments
     from the list of options.

This article applies to:

  • PRODUCT: ONESOURCE Indirect Tax,ONESOURCE Indirect Tax Compliance
  • Subject: Documents

Related Content