This article applies to:

Product: ONESOURCE Indirect Tax,ONESOURCE Sales and Use Tax Compliance
Subject: Import

Import balance data

In the Binder
window, you can review the set selections for a binder level balance import, or you can make your selections for entities, filing period, and binder for a workarea level balance import.

Go to Upload
, browse to your file to upload, and select an existing template or create a new one.

Go to Map
and identify and map your source data. In this step you verify the columns in the .csv file match the column headers: Entity Code Number, Region, Business Location Code, Place, Code, Tax Code, and Tax Type Code.

note

You can't map fields in your import file to a template until you've selected or create a new template.

Entity Code / Number's required when importing at the workarea level.

Next, go to Options
and select you options on each tab.

Defaults/Options
tab

Tables/Lists
tab

Charts
tab

Location/State Filter
tab

Lastly, select Import
.