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This article applies to:

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

Tax Provision permissions

To assign permissions for ONESOURCE Tax Provision, 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
    Tax Provision
     in the product list on the left.
  5. Select
    ONESOURCE Tax Provision
     or
    Global Access
     or both in the Applications section.
  6. Select
    Sign-off Permissions
     if Global Access Sign-off Permissions is enabled. 
  7. Manage Global Access Sign-off Permissions screen:
    1. Select
      Preparer
      ,
      1st Reviewer
      ,
      2nd Reviewer
      , or
      3rd Reviewer
       in the Sign-off Levels section.
    2. Select the units that apply in the Available Units section.
    3. Select
      Transfer
      .
    4. Once you have assigned the units, select
      Done
      .
    5. Repeat the process for each sign-off level.
  8. Select the user role from the dropdown in the Tax Provision Role section.
  9. Data section:
    1. Select the Units this user can access.
    2. Select
      Transfer
      .
    3. Select
      Done
      .
  10. Select
    Sub-Consolidations
    .
    1. Select the desired Units this user can access.
    2. Select
      Transfer
      .
    3. Select
      Done
      .
  11. Custom settings are indicated by a banner and a reset button above the screen.