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This article applies to:

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

Transfer ledger data to tax returns

Use this feature to transfer ledger data to tax returns.
  1. Select
    Binders
    .
  2. Open a binder.
  3. Select
    Transfer
    , and then
    New Transfer
    .
  4. Select
    All States
     or
    Selected States
    .
  5. Select the transfer option:
    1. Transfer Organizer Information
       - Transfers the entries and selections you've made in Organizer for general information, such as account and filing information, and for electronic filing, such as type of filing and banking information, to the Organizer area of the tax return.
    2. Transfer Tax Information
       - Transfer your computed balance data to the tax returns. The option also transfers prepayment due for the tax period being transferred.
  6. Enter the date filed, if required, and select
    Transfer
    .
    note
    Most tax returns contain a date filed located by the signature field. This data's taken into consideration when the system calculates discount, penalty, or interest. If you want to transfer a date to this field to each tax return automatically, enter the date or select a data from the calendar.