Skip to main content
Return functions
Search
Search Indirect Tax Support Help and Support.

This article applies to:

  • Product: ONESOURCE Indirect Tax,ONESOURCE Indirect Tax Compliance
  • Subject: Dashboards

Returns notes window

The Notes window shows a comprehensive list of the notes in your calculations. You can edit or delete notes using this window.
Opening the list of notes
  1. Select
    Returns
     >
    Notes
    from the main menu bar.
  2. The
    Description
     column displays the content of the note or query.
  3. The
    Type
    column indicates whether the item is a note or a query.
  4. The
    Location
    column shows the sheet or cell where the attachment was added. You can select the hyperlinked cell or sheet name to open the calculation to the location of the attachment.
  5. The
    Cell Value
     column shows the contents of the cell in the worksheet where the note is located (not the content of the note).
Editing a note
  1. Select
    Returns > Notes
    .
  2. Check the box to the far left of the note you want to edit.
  3. In the Actions column, select the edit icon.
  4. On the popup window, select the small triangle in the upper right corner and select
    Edit
     from the menu.
  5. Make the changes to the note or query as necessary.
  6. If this is a query and you want to close the conversation, check the
    Mark All as Closed
     box.
  7. When prompted, select the
    Close All
     button.
  8. Select the
    Save
    button.
Deleting a note
  1. Select
    Calculations > Notes
     from the main menu bar.
  2. Check the checkbox to the left of the note you want to delete.
  3. Select the delete icon on the toolbar.

Related Content