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This article applies to:

  • Product: ONESOURCE Trust Tax

Updating Status and Milestones Based on Scanned Barcodes

ONESOURCE Trust Tax Tools allows users who were granted the
Can use barcodes to update Status and Milestones (Tools)
 user right to update status and milestones for federal returns, beneficiaries and state returns based on barcodes. When status and milestones are updated based on barcodes, the data for each barcode is automatically matched with the corresponding account in your PAN.
The status and milestones you want updated based on barcodes must be assigned. When assigning status and milestones, you have the option to set status and milestones for each type of return (for example, 1041, 990, 5227, 1099, 5498, 1098 and 1099 MISC), or to update all accounts with the same status and milestones. After the status and milestones are assigned, you can view and change them using the registers in the
Workflow Management
 and
Workflow Summary
 folders or the Tracking page in the account binder.
To assign status and milestones:
  1. In ONESOURCE Trust Tax, select
    HOME
    ,
    Admin
     then
    BarCode Tracking
    .
  2. Under the
    BarCode Tracking
     collapsible section, select
    Browse
     to select the barcode file created by the ONESOURCE Trust Tax-Remote Bar Code Collector utility.
  3. After selecting the barcode file, the
    Barcode File
     field is populated with the file's location.
  4. Select the
    Use different Status and Milestone selections for each return type
     check box if you want to assign different status and milestones for each type of return (1041, 990, 5227, 1099, 5498, 1098 and 1099 MISC).
  5. Assign the status and milestones you want updated based on barcodes. To assign a status or milestone, select the appropriate status or milestone from the applicable drop-down list. Use
    * DO NOT CHANGE *
     if you do not want to assign a status or milestone for a particular tax return and document combination.
  6. The available drop-down lists for each type of return may vary. For example, the
    Account
    ,
    Beneficiary
     and
    State
     drop-down lists are available for 1041 status and milestones but only the
    Account
     and
    State
     drop-down lists are available for 990 status and milestones. This is because tracking for 1041 returns is available at the account, beneficiary and state levels while tracking for 990 return types is available at only the account and state levels.
  7. After you finish assigning status and milestones, select
    Assign
    . ONESOURCE Trust Tax automatically processes each barcode in the barcode file and updates the status and milestones for the corresponding account.