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Navigating ONESOURCE Trust Tax

User Interface

The ONESOURCE Trust Tax user interface has a tri-pane format that includes several components and navigation tools to help you complete your tasks. The graphic above shows the ONESOURCE Trust Tax Home page. The numbers represent the three areas of the user interface. A description of each area is included in the following table:

Banner Bar

The banner bar is located at the top of the user interface. It displays the product title and the Thomson Reuters logo. This area does not change.

Main Navigation Area

The main navigation area is below the banner bar. It includes the following menu items on the left:
  • HOME
    -When you access ONESOURCE Trust Tax, the Home page and
    My Work
     topic display by default.
    My Work
     allows you to open accounts, create a new account, access recently opened accounts, and access historical register results saved by ONESOURCE Trust Tax.
  • REGISTERS
    -Select to access the Register Listing page. The Register Listing page shows all of the registers in your ONESOURCE Trust Tax database. A register allows you to maintain, process and file on a global basis.
  • ACCOUNTS
    -Select to access a list of the accounts you most recently opened. A maximum of 50 accounts is displayed. The accounts listed can be from multiple tax years. You can view the applicable tax year for an account in the
    Tax Year
     column.
  • SETUP
    -Select to access global processing options, control information, user setup and process defaults.
  • REVIEW
    -Select for enhanced views of the information reporting and processing information for accounts that process 1099, 5498 and 1098 forms.
  • HELP
    -Select to access the ONESOURCE Trust Tax help system.
The menu area may also include menu items for the following add-on services:
  • WSC PLUS
    -Displays if you have a license to use the Wall Street Concepts Plus package.
  • BRIDGEBACK
    -Displays if you have a license to send cost basis adjustments back to your trust accounting vendor (TAV).
On the right side of the main navigation area, you can:
  • Open an account by entering an account number then selecting Enter account.
  • View or change the tax year and PAN you logged in to.
  • Select
    Logout
     to close ONESOURCE Trust Tax.
  • Verify the ONESOURCE Trust Tax version number.

Breadcrumb Trail

The breadcrumb trail is below the main navigation area. It contains a horizontal list of the registers and accounts you opened but have not closed. Selecting a breadcrumb takes you directly to the register or account.
Registers display before accounts in the breadcrumb trail. You can have a maximum of three registers and five accounts displayed in the breadcrumb trail. Once you open a fourth register or a sixth account, the register or account you opened first is removed from the trail. The following graphic shows that there are three registers and five accounts opened:
The breadcrumb for a register or account is removed from the breadcrumb trail when the register or account is closed. Breadcrumbs are not retained when you logout of or close ONESOURCE Trust Tax.

Button Bar

The button bar is below the breadcrumb trail. It includes controls, such as the
Register Action
 or
Account Action
 drop-down list, as well as buttons that are specific to the displayed page. The following graphic shows the button bar for a page in a register:
Select
Collapse
 to hide the breadcrumb trail and the menu bar. Select
Expand
 to show the breadcrumb trail and the menu bar again.

Contents Area

The contents area is below the breadcrumb trail. In the contents area, you can access the details for the menu item you selected. Depending on the amount of detail, the contents area may show a topic list panel to the left and a content detail panel to the right. The following graphic shows the topic list panel and the content detail panel for the account binder's Account Information page:
The topic list panel has main topics and subtopics. Main topics display at the bottom of the topic list panel and subtopics display at the top. Selecting a main topic changes the subtopics that are listed.
The content detail panel shows the details in collapsible sections. Select the heading of a collapsible section to show or hide its details.
You can resize the topic list panel to show more of the content detail panel. To resize, drag the vertical splitter between the topic list panel and the content detail panel to the right or left. To hide the topic list panel, move your mouse over the orange box in the vertical splitter. When the mouse pointer changes to hover over, select the orange box. Repeat to show the topic list panel again.

This article applies to:

  • Product: ONESOURCE Trust Tax