Permissions for companies or entities

To get access to records in both products, there are prerequisites for a D2C Merge.

Before you can run a Determination to Compliance (D2C) Merge, you need permission to access:

The company or companies you want to run the merge for in Indirect Tax Determination.

The corresponding entity or entities in Sales and Use Tax Compliance.

You can verify your access in these locations:

In the Companies
tab in Indirect Tax Determination

In the Entities
tab in Sales and Use Tax Compliance

For a successful D2C Merge, the Entity Code in Sales and Use Tax Compliance must match the Company External ID in Indirect Tax Determination.

External Id in Indirect Tax

Go to Companies
and check the External Id
column.

Entity Code in Sales and Use Tax Compliance

Go to Entities
and check the Entity Code
column.

If you can't access a required company or entity in either product, you need to contact your administrator for assistance.

This article applies to:

Product: ONESOURCE Determination,ONESOURCE Indirect Tax,ONESOURCE Sales and Use Tax Compliance
Subject: Setup