Reviewing Requirements
The following sections include the system requirements, component and licensing information, and the tasks that need to be performed by the tax department supervisor before a user can login and use ONESOURCE Trust Tax Insight.
System Requirements
Client workstations must meet the following minimum requirements:
Component | Minimum Recommendation |
|---|---|
RAM | 4 GB |
Hard Disk Space | 4 GB |
Network | 10 Mbps or faster |
Operating System | Microsoft Windows 11, 8 or 7 (Professional or Enterprise Edition) |
Document Viewer | Adobe Acrobat Reader 10.0 or later |
Internet Browser | Microsoft Edge or Google Chrome |
Data and File Compression Utility | PKWARE PKZIP or equivalent, such as WinZip |
Screen Size | 22 or 24 inch widescreen (WS) |
Screen Resolution | 1680 x 1050 pixels |
Components and Licensing
To use ONESOURCE Trust Tax Insight:
- The tax department must use the Workflow Management component of ONESOURCE Trust Tax Tools.
- A license to use ONESOURCE Trust Tax Insight must be obtained from your Client Manager.
ONESOURCE Trust Tax Insight Users
The tax department supervisor will setup each user and provide the Product Access Number (PAN). After setup, each user will have login credentials for accessing the ONESOURCE platform (www.onesourcetax.com).
Users are asked to change their temporary password when they login to the ONESOURCE platform for the first time. If the tax department supervisor set up a password expiration policy, users will be asked to change their password after the established number of days have passed. Users can reset their ONESOURCE platform password at any time.