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This article applies to:

  • Product: ONESOURCE Indirect Tax Compliance

Open a Return

  1. To open a return, select
    Returns
    Returns
    .
  2. Select the hyperlinked name of the report you want to open.
  3. A windows opens that lets you open and work on the sheets in the return. Use the left pane to select the sheet you want to open.
Selecting the icons on the toolbar ribbon open menus that provide additional options:
  • The
    Save
     icon options include saving specific versions of calculations, importing, exporting, or saving the sheet to a spreadsheet.
  • The
    Refresh
     icon options include the ability to update the return with changes made by other users' import data.
  • The
    Print
     icon options include the option to print the return and configure print settings.
  • The
    E-file
     icon include options for filing a return electronically and viewing e-filing errors.
  • The
    View
     icon options allow you to switch between data, review, and final views of the sheet. You can also show and hide hidden data.
  • The
    Insert
     icon options allow you to insert rows, columns, and sheets. You can also insert an Excel sheet.
  • The
    Delete
     icon options allow you to delete rows, columns, and sheets.
  • The
    Undo
     icon lets you undo your previous change.
  • The
    Redo
     icon cancels a previous undo.
  • The +/- icon lets you toggle between positive and negative values. Select a calculation, then select this option to switch between a negative and positive value.
  • The
    Format
     icon provides formatting options at various levels.
  • The
    Notes
     icon lets you add notes and attachments.
  • The
    Tools
     icon provides access to various tools and settings.
  • The
    International
     icon provides access to options for changing currency and language settings.
  • The
    Override
     icon shows the number of cells that contain imported values that were overridden with manually entered values.
  • The
    Errors and Notes
     indicator shows errors and notes. Select the small down arrow to open a menu that lets you toggle between errors and notes.
    If there are multiple errors or notes, you can select the small forward and backward arrows to page through the errors and notes in the workbook.