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Workflow management

About Workflow Management

ONESOURCE Trust Tax Tools includes two components: Workflow Management and ONESOURCE Trust Tax Insight. The Workflow Management component is integrated with ONESOURCE Trust Tax, and is customized by you to meet the needs of your trust tax department. It provides status information for each return and a history of the steps completed for each return. At the register level, summary registers use register fields to show totals, such as the preparer code and date. At the account level, an Account Summary page shows critical information for an account.
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Before you can use Workflow Management, you must obtain a license to use ONESOURCE Trust Tax Tools and your PAN or SuperBank association must be enabled to use Workflow Management. Contact your Client Manager for details.

Workflow Management Features

The Workflow Management component of ONESOURCE Trust Tax Tools enhances ONESOURCE Trust Tax with status and milestones, custom fields, summary registers, and an Account Summary page. With Workflow Management you can:
  • Set up custom account (federal return), recipient and state return statuses to show where an account is in the tax preparation process and to track the completion of tax documents.
  • Define and use custom fields to gather information unique to your trust tax department. You can define text, lists, numbers and date fields. These fields can be added to custom registers.
  • Manage multiple states and return types for an account.
  • Automatically update status and milestones based on events.
  • Use barcodes to update status and milestones for federal returns, beneficiary letters and state returns.
  • Create summary registers to consolidate register information. For example, a summary register can be created to show the total number of accounts assigned to each tax preparer with each account status.
  • Customize the information displayed on the Account Summary page.
  • Control who can modify Workflow Management features, such as setting up custom fields and status and milestones.

This article applies to:

  • PRODUCT: ONESOURCE Trust Tax