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This article applies to:

  • Product: ONESOURCE Trust Tax

Working with Registers

Registers are lists of information designed by your tax department for your use. Registers can be created at anytime, and they are immediately available for you to use. If you have not already done so, work with your tax department to design a register that fits your needs.
The Home page includes the registers you recently opened under the
Register Processing Status
 collapsible section. The Register Listing page lists the registers you can work with.

Opening a Register

You can open a register using the Home page or the Register Listing page. The Home page includes a subset of the registers that are available to you on the Register Listing page. All the registers available to you are included on the Register Listing page.
Using the Home Page
When you use the Home page to open a register, the results you see are from the last time the register was run. You can refresh the register results before opening the register by selecting
Refresh Register Results
 for the register row.
To use the Home page to open a register:
  1. Select
    HOME
    .
  2. Navigate to the
    Register Processing Status
     collapsible section.
  3. Select
    Refresh Register Results
     if you want to refresh the register results before opening the register.
  4. Select the
    Open Register
     link for the register you want to open. The first page of the register displays. The time it takes to display the information included in the register depends on the amount of data and complexity of the request.
  5. Use the page slider (or +/-) at the bottom of the grid to move through the register pages.
Using the Register Listing Page
When you use the Register Listing page to open a register, the results you see are the current results. See Refreshing a Register if you want to refresh the register after it is opened.
To use the Register Listing page to open a register:
  1. Select
    REGISTERS
    .
  2. Locate the register you want to open by navigating to it or applying a filter. To apply a filter, select the Filter Bar for the column you want to apply the filter to, enter or select your filter criteria, select Filter then select
    Apply All Filters
    .
  3. Select Run
    Run Register
     for the register you want to open. The first page of the register displays. The time it takes to display the information included in the register depends on the amount of data and complexity of the request.
  4. Use the page slider (or +/-) at the bottom of the grid to move through the register pages.

Searching a Register Page

To search the currently displayed register page, press
Ctrl+F
.

Updating a Register

Although most ONESOURCE Trust Tax Insight register fields cannot be updated, your tax department supervisor may have created a register with updateable fields. For example, your tax department supervisor may have created a register so that the tax department can ask questions for trust administrators to answer. To provide an answer, select the register field, enter the text of your answer then select
Save
. You can also cut, copy and paste text into the field.
note
If you do not save your response, you will be asked if you want to discard your changes before you refresh or exit the register.

Refreshing a Register

Complete one of the following to refresh a register:
  • Select
    Refresh the Register
     from the
    Register Action
     drop-down list.

Printing Worksheets or Tax Return Projections from Registers

If you were granted the user rights to view and print worksheets or tax return projections, you can use a register to select one or more accounts to print from a register. The document type (worksheet or tax return projection) is printed if the requested document type exists (meaning, the document type was processed in ONESOURCE Trust Tax).
To print worksheets or tax return projections from a register:
  1. Select
    REGISTERS
     to access the Register Listing page.
  2. Open the register that includes the accounts that have the worksheets or tax return projections you want to print.
  3. Select the check box in the first column for each account you want to print the worksheet or tax return projection for. If you want to print worksheets or tax return projections for all of the accounts in the register, do not select any check boxes.
  4. Select
    Print
     from the
    Register Action
     drop-down list.
  5. Select the document type (
    Worksheet
     or
    Tax Return Projection
    ) you want to print from the
    Document
     drop-down list.
  6. The user rights that were granted to you determine whether
    Worksheet
     and
    Tax Return Projection
     display in the
    Document
     drop-down list. If neither user right was granted to you, you cannot make any selections in the Print pop-up window and the Print pop-up window includes the message, "User does not have rights to print documents."
  7. Select the document option from the
    Document Option
     drop-down list. It is most common to select
    Most Recent
     from the
    Document Option
     drop-down list.
  8. Select the specific sections of the document you want to print from the
    Document Selection
     drop-down list.
  9. Select the number of copies you want to print from the
    Copies
     drop-down list.
  10. Select the additional print options under the
    Print Locally
     group box. The additional print options allow you to suppress the bar code pages, combine each account's document into one PDF or keep them separate, or print documents on both sides of the page.
  11. Select
    Submit
    . The print request is submitted. You can now navigate to the
    Request History
     grid on the Home page.
  12. In the
    Request History
     grid, you can access the document created from the print request by selecting the link in the
    File Name
     column.
  13. If the print request returned no results, access
    Request Errors
     in the
    Request History
     grid. The
    Error
     column shows the reason the print request failed. The most common error is that the document does not exist for the respective account(s).

Exporting a Register

Registers can be exported for opening in a spreadsheet program, such as Microsoft Excel. Only one register can be exported at a time.
An exported register is packaged into a compressed file (*.zip). Before you can open the register in a spreadsheet program, you will need to download the file from ONESOURCE Trust Tax Insight then extract it using a file compression utility (such as WinZip).
The tax department supervisor must grant a user right to you before you can export registers.
To export a register:
  1. Select
    REGISTERS
     to access the Register Listing page.
  2. Navigate to the register you want to export, if necessary.
  3. Select the
    Export Register
     check box for the register. The following graphic shows the
    Export Register
     check box selected for the
    1099 accounts
     custom register.
  4. Select
    Export
    .
  5. On the Ask Dialog pop-up window, select a file format for the exported file. The selections include:
    • Excel (.xlsx)
      -A Microsoft Excel Open XML Format Spreadsheet file.
    • Text (.txt)
      -A standard text document file.
    • CSV (.csv)
      -A comma separated values file.
  7. If you selected
    Text (.txt)
     or
    CSV (.csv)
     as the file format, then select the delimiter from the
    Choose Delimiter
     drop-down list. Selecting
    Comma
     will generate a comma-delimited file. Selected
    Pipe
     will generate a pipe-delimited file.
  8. Select OK.
  9. Complete the following to download and open the exported register:
    1. Access the request status and history. Select
      Request Status and History
       from the
      Register Action
       drop-down list. You can also select
      HOME
       then use the
      Request History
       collapsible section on the Home page.
    2. The following graphic shows where the
      Register Action
       drop-down list is located:
    3. If the export has not completed, it is listed under the
      Current Requests
       collapsible section with
      Export Register
       displayed in the
      Request Type
       column. Select
      Display
       until the export completes and is no longer visible under the
      Current Requests
       collapsible section.
    4. Under the
      Request History
       collapsible section, find the
      Export
       request type and
      Register
       request option. The following graphic shows where the request type and request option are located:
    5. Select the link in the
      File Name
       column.
    6. The download process starts. One of the following occurs, depending on how your Internet browser is configured:
      • If your browser is not configured for automatic downloads, you are asked to save the file. After saving the file, use a file compression utility (such as WinZip) before opening the register in a spreadsheet program.
      • If your browser is configured for automatic downloads, the downloaded file is available in your browser's Download tray after the download process completes. Select the file to open it.