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This article applies to:

  • Product: ONESOURCE Trust Tax

Getting to Know ONESOURCE Trust Tax Insight

ONESOURCE Trust Tax Insight includes several components and navigation tools to help you complete your tasks.
The main components and navigation tools on this page include:
  • The Banner Area is at the top of the page. It includes the product title and the Thomson Reuters logo. This area never changes so you can easily tell you are working in ONESOURCE Trust Tax Insight. The following graphic shows the Banner Area:
  • The Main Navigation Area is located below the Banner Area. The Main Navigation includes the Menu Area on the left and the tax year, PAN and Logout controls as well as the ONESOURCE Trust Tax Insight version number on the right. Selecting
    HOME
     takes you to the ONESOURCE Trust Tax Insight Home page. Selecting
    REGISTERS
     takes you to the Register Listing page. After a menu item is selected, the color changes from white to orange to indicate that the menu is open.
  • The drop-down lists for the tax year and PAN show you the tax year and PAN you accessed. You can switch to another tax year or PAN (if your PAN is a SuperBank association) without logging out of ONESOURCE Trust Tax Insight by selecting the tax year or PAN from the appropriate drop-down list. Selecting
    Logout
     securely disconnects you and closes your current ONESOURCE Trust Tax Insight session.
  • The Breadcrumb Trail is located below the Main Navigation Area. It includes a horizontal list of the registers and accounts you opened but have not yet closed. Selecting a breadcrumb in the trail takes you directly to the register or account. A breadcrumb is removed from the trail after you close the register or account, or you logout of ONESOURCE Trust Tax Insight.
  • The Breadcrumb Trail displays a maximum of three registers and five accounts. Once you open a fourth register or a sixth account, the register or account you opened first is removed from the trail.
  • The Button Bar is located below the Breadcrumb Trail. It includes controls, such as the
    Register Action
     or
    Account Action
     drop-down list as well as a collection of buttons, which are specific to the displayed page. For example, the following graphic shows the Button Bar for a register page:
  • The Contents Area is located below the Breadcrumb Trail. It is where you complete tasks and access information. The Contents Area of an account binder includes a Topic Panel on the left and the content details on the right. The following graphic shows the Contents Area for an account binder:

Returning to a Previous Page

Selecting the
Back
 navigation button of your Internet browser returns you to the previous page. This means that:
  • If you opened an account binder from the Home page, you are returned to the Home page.
  • If you opened an account binder from a register, you are returned to the register.
  • If you opened a register, you are returned to the Home page.

Getting to Know Grids

Grids are used throughout ONESOURCE Trust Tax Insight to help you work more efficiently. Grid views can be sorted and grid columns can be moved and hidden. Grids also allow you to filter data in the Content Area.
note
When working with grids, many of the tasks you complete cannot be permanently saved. For example, if you sort a grid and close the page then, the next time you open the page, you will need to sort the grid again.
Sorting Grids
You can sort grids by a single column or by multiple columns. Complete one of the following to sort by a single column:
  • Select the column heading to sort in ascending order. Select the column heading again to sort in descending order. To remove the sort order, select the column heading again.
  • Notice that, when a column is sorted, an indicator displays in the column heading. No indicator displays when a column is not sorted. The following graphic shows that the
    Account
     column is sorted in ascending order but the
    Name
     column is unsorted:
  • Right-click the column heading you want to sort by then select
    Sort A to Z
     to sort in ascending order or select
    Sort Z to A
     to sort in descending order. To remove the sort order, right-click the column heading again then reselect the sort order.
Hiding and Showing Columns
To hide a column, right-click the column heading then select
Remove This Column
.
To show grid columns, right-click the column heading, select
Select Columns
 then select each column you want to show. A check mark displays to the left of the column name when it is currently shown or will be shown. Select
Apply Changes
.
In the graphic below, the
Account
,
Entity Type
,
Tax Yr End
,
Questions for Trust Administrator
 and
Trust Administrator Response
 columns are selected and are shown. The
Name
 and
Tax ID
 columns are not selected and are not shown.
Resizing Columns
Complete one of the following to resize a grid column:
  • Right-click the column heading then select
    Best Fit
    .
  • Position your cursor over the column divider so that a double-headed arrow shows, select then drag the column divider right or left. Release the mouse when the column is the size you want.
  • Double-click the column divider.
Moving Columns
To move a column within a grid, select the column heading, drag it to where you want to move it to then release the mouse. The following graphic shows that the
Entity Type
 column is being moved to the left:
Copying Grid Data
Copying grid data can be helpful when you need to email grid data or include it in other documents. A copied row cannot be re-inserted into the grid. To copy grid data, right-click in the grid then select
Copy this Cell
,
Copy this Row
 or
Copy this Table
.
Applying and Clearing Filters
Applying filters to one or more grid columns allows you to limit the data displayed on the page so you can focus on specific information. All filters are located in the Filter Bar, and all filter options for a column are displayed by selecting
Filter
 for a column. The options for a filter change based on the type of column you apply the filter to.
To apply a filter a grid column:
  1. Select the Filter Bar for the column you want to apply a filter to.
  2. Enter or select your filter criteria. The following graphic shows that
    Simple Trust
     was selected as the filter criteria for the
    Entity Type
     column.
  3. Select Filter then select
    Apply All Filters
    .
When you are ready to clear an applied filter, select Filter Filter for the column then select one of the following:
  • Clear This Filter
    -To clear the applied filter for the specific column.
  • Clear All Filters
    -To clear the applied filters for all of the columns in a grid.
  • You can also clear applied filters for all of the columns in a grid by selecting
    Filtered
     in the footer of the grid.