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This article applies to:

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

Income Tax permissions

To assign permissions for ONESOURCE Income Tax, select the application in the product list.
  1. Sign in to ONESOURCE, then select
    Administration
    . The screen defaults to
    Users
    .
  2. Search for a user, then go to
    Product Permissions
    .
  3. Select the client on the
    Client Assignments
     screen if
    Clients
     is enabled.
    1. Select the
      Clients with permissions
       filter to quickly see only the clients with permissions assigned to them.
    2. Select
      Next
      .
  4. Select
    Income Tax
     in the product list on the left.
  5. Mark the permissions checkboxes and tasks for the user's role in the Access Permissions section.
    1. Select
      Authorized in Income Tax
       to approve this user to use the Income Tax application.
  6. Select the
    Chart Permissions
     to assign global permissions
    1. Select All Charts as
      Create
      ,
      Edit
      , or
      Delete
      .
  7. Select the
    Chart Permissions
     to assign individual permissions.
    1. Select the
      Individual Charts
       link. This opens the Charts Permissions screen.
    2. Select the tax
      Year
       dropdown.
    3. The charts are divided into three main categories:
      Federal
      ,
      State
      , and
      International
      .
    4. Select each category and drill down to view all options.
    5. Mark each permissions checkbox as
      Create
      ,
      Edit
      , or
      Delete
      .
    6. Select
      Done
      . This returns you to the Income Tax Permissions screen.
    7. If you assigned chart-specific level permissions, an icon indicates there are chart-specific permissions selected. chart-specific permissions icon
  8. Select the
    Entities, Workareas & Return Permissions
    to assign global permissions.
    1. Select permissions as
      Create
      ,
      Edit Federal TAS
      ,
      Edit State TAS
      ,
      Edit International TAS
       or
      Delete
      .
  9. Select the
    Entities, Workareas & Return Permissions
     to assign individual permissions.
    1. Select the
      Individual Entities, Workareas & Returns
       link. This opens the Permissions screen.
    2. The
      Year
       and
      Workareas
       default to the most recent year and all workareas.
    3. Select the tax
      Year
       and
      Workareas
       dropdowns.
    4. The chart lists
      Entities & Returns
      ,
      Entity No.
      , and
      Entity Type
      . Filter your view for each column.
    5. Select each category and drill down to view all options.
    6. Mark each permissions checkbox as
      Create
      ,
      Edit Federal TAS
      ,
      Edit State TAS
      ,
      Edit International TAS
       or
      Delete
      .
    7. The
      View
       permission is assigned by default.
    8. You can assign permissions at the
      Workarea
      ,
      Entity
      , or
      Binder
       level.
    9. Assigning permissions at the Workarea level enables that specific action for all entities and binders.
    10. Assigning permissions at the Entity level enables that action for the specific entity and corresponding binders.
    11. Assigning permissions at the Binder level will only enable that specific action for that specific binder.
    12. Select
      Done
      . This returns you to the Income Tax Permissions screen.
    13. If you assigned individual permissions, an icon indicates there are specific permissions selected.individual permissions icon
  10. Select
    Next
     to go to
    Product Assignments
    .