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This article applies to:

  • Product: ONESOURCE Indirect Tax,ONESOURCE Indirect Tax Compliance

Defer transactions

You can defer transactions to a future reporting period. All deferrals are transparent and have a reportable audit trail.
  1. Select the transactions to defer. If you're deferring more than one transaction, the result of the deferral will need to be the same for each, such as deferring to the same reporting date.
    Transactions screen with transactions selected where you can then select Defer from the toolbar.
  2. Select
    Edit
    .
  3. Select
    Defer transactions
    .
  4. Enter the updated
    Reporting Date
    .
  5. Select
    Save
    .
  6. Select
    Refresh
    .
  7. Select
    Type
     to show the type of edit for these transactions.
  8. Select
    Deferral
     to show the type of edit for these transactions. Within this list:
    • To
       transactions have been deferred to this updated reporting date. (Where the type is
      Edited
      .)
    • From
       transactions have been deferred from this reporting date. (Where the type is
      Reversal
      .)
These transactions update in the
Edited
 view of the
Import Details
 window.
You can also view all transactions deferred in the Deferred Transactions report.