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Binders overview

The
Binders
 section of the application's the primary location you use to access data. A binder's needed to view and adjust your imported or inputted balance data and to further process your data through to the returns. You'll use the following sections:

My Binders

The
Binders
 window is where you access all of your binders for the current and previous periods.
There are 5 types of binders:
  • Primary Filing - Used for compliance purposes for each period. Create only 1 Primary Filing binder per entity for a period and there are a few features such as batch and roll-up that only use Primary Filing binders at this time.
  • Alternate Filing
  • Analysis
  • Notices
  • Audit
Create a new binder for each transaction period.

Transaction period selections

  • Frequency
     - This can be monthly, quarterly, semi-annual, and annual.
  • Period Type
     - This works with Frequency. Period types other than standard and calendar facilitate the aggregation of data based on the fiscal reporting requirements for those states.
    Period type
    Monthly
    N/A
    Quarterly
    N/A
    Semi-annual
    N/A
    Annual
    N/A
    Standard monthly
    Calendar Quarter
    Calendar semi-annual
    Calendar annual
    N/A
    NY fiscal quarter
    N/A
    NY fiscal year
    N/A
    N/A
    N/A
    DC fiscal year
  • Interval
     - Options available include:
    Interval options
    Monthly
    N/A
    Quarterly
    N/A
    Semi-annual
    N/A
    Annual
    N/A
    January
    First quarter
    First semi-annual
    Annual
    February
    Second quarter
    Second semi-annual
    N/A
    March
    Third quarter
    N/A
    N/A
    April
    Fourth quarter
    N/A
    N/A
    May
    N/A
    N/A
    N/A
    June
    N/A
    N/A
    N/A
    July
    N/A
    N/A
    N/A
    August
    N/A
    N/A
    N/A
    September
    N/A
    N/A
    N/A
    October
    N/A
    N/A
    N/A
    November
    N/A
    N/A
    N/A
    December
    N/A
    N/A
    N/A

This article applies to:

  • Product: ONESOURCE Indirect Tax, ONESOURCE Sales and Use Tax Compliance
  • Subject: Binders

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