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Entities migration process

ONESOURCE Income Tax

ONESOURCE Income Tax now integrates with platform Entities. Administrators can create, maintain, and retire entities used across multiple ONESOURCE products, all in 1 central location.
If you want to use the Entities integration, contact your Customer Success Executive to enable this feature. Once you plan the migration, the Income Tax team will migrate your existing entities to the platform.

Migration process

All fields populated within entity properties
 will transfer to the platform Entities if they pass validation during the migration. The migration won't impact any existing data in Income Tax.
note
If there is mismatched information after the migration between Income Tax and platform Entities, contact the support team at ONESOURCEIncomeTaxOnCall@thomsonreuters.com and copy MnRData-DEP-Team@thomsonreuters.com.
Prepare for the migration
  1. Contact your Customer Success Manager or Account Manager to enable Entities for your instance.
  2. Give the account name and ID, such as ABC or A1B (3-digit account ID). The Thomson Reuters tech team will begin the migration.
After the migration
  1. View all entities in
    ONESOURCE Administration
    ,
    Company Info
    , then
    Entities
    .
  2. View the migrated entity in ONESOURCE Income Tax in
    Entities
    , then the
    Entities
     tab.
  3. Go to ONESOURCE Income Tax in
    Entities
    , then the
    Updated Entities
     tab to view the updates coming from the platform.
  4. Go to ONESOURCE Income Tax in
    Entities
    , then the
    New Entities
     tab to view new entities coming from the platform associated with Income Tax.
note
The Administrator must have product permission to access Entities in
ONESOURCE Administration
,
Company Info
, then
Users
.

Income Tax in ONESOURCE Events

  • You can only manage entities from the platform after the migration and once Income Tax fields are available there. The updates will flow to Income Tax.
  • The latest entity with a
    Ready
     status appears in the Income Tax application.

After an entity is associated with Income Tax

Once you create an entity in platform Entities and associate it with ONESOURCE Income Tax:
  • The entity permanently remains in both platform Entities and ONESOURCE Income Tax.
  • Any changes you make in Entities to the Income Tax related fields update in ONESOURCE Income Tax.
  • All fields in Entities remain the same even if you make changes in ONESOURCE Income Tax.
  • You'll need to make changes manually or through the import feature.

This article applies to:

  • PRODUCT: ONESOURCE Platform
  • Sub-Product: ONESOURCE Administration