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Download the add-in for custom templates

Download the ONESOURCE Workpapers Add-in to use custom templates directly within your desktop application.
Verify that you have a valid sign in and
View
 permissions to ONESOURCE Workpaper Manager before you download the Add-in.
  1. Sign in to ONESOURCE and select the
    Workpapers
     tile.
  2. Select
    Add-in
    , then select
    Download
    .
  3. Select one of the following:
    1. For Non-SSO Users, select
      Download
      under
      Download the ONESOURCE Workpapers NG Manifest for Excel
      .
    2. For SSO Users, Mark the
      SSO Download
      checkbox and select
      Download
      under
      Download the ONESOURCE Workpapers NG Manifest for Excel
      .
    3. ONESOURCE WorkpapersNG Manifest for Excel
       - Select this option if you use ONESOURCE Income Tax Workpapers. Mark the
      SSO Download
       checkbox if you use single sign-on.
    4. Populate the URL with your company's PartnerSpId after the equal sign (=).
      note
      https://sso.thomsonreuters.com/idp/startSSO.ping?PartnerSpId=PASTE_PARTNERSPID_HERE