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Search Tax Provision (ONESOURCE) Support Help and Support.

This article applies to:

  • Product: ONESOURCE Tax Provision

Active Workpaper Mapping

When rolling over or copying a dataset, you can select to rollover/copy Active Workpapers. You can rollover/copy the
Active Workpaper Mapping
 in two ways.
  1. As part of the dataset rollover/copy process.
  2. Independent from the dataset rollover process.

Dataset Rollover/Copy - Active Workpaper Mapping

You have the option to choose Active Workpapers, as part of the dataset rollover and copy process. This lets the system rollover/copy the active workpapers when you rollover/copy the dataset.
To rollover or copy the Active Workpapers Mapping:
  • Select
    Yes
     for Active Workpapers.
Rollover/Copy Mapping to New Dataset
If you do not have user permissions to create a workpaper, you cannot rollover or copy the Active Workpapers mapping in ONESOURCE Tax Provision.
The option for Active Workpapers is set to No and is unavailable. Using your mouse, point to and click the ToolTip, and a message lets you know if you need permissions granted.
See Assign User Permissions for more information about ONESOURCE user permissions.
Active Workpapers ToolTip

Add New Dataset

In Workpaper Name, you can see all workpapers attributed to the source dataset and change the mappings to a new dataset.
  1. In
    Add New Dataset
     >
    Workpapers
    , select a dataset from the Apply to all "New Datasets" drop-down list to perform a mass update of the Dataset Source across all Workpapers within a given dataset..

Save Workpaper

You can save the workpaper by renaming the workpaper and saving it to the existing folder or to a new folder. If you do not have permissions to create a folder, the option, Add Folder, is unavailable.
  1. Click
    Next
    on the Workpapers step. The
    Workpapers Folders
     step appears.
  2. In
    Select Folder
    , select a folder in the drop-down list.
  3. Click
    Add Folder
     to save the workpaper to a new folder.
  1. Type the Folder Name.
Save Folder
  1. Click
    Save
    .
note
  • If you do not rename the workpapers or save them to a new folder, a message appears with a list of Workpapers that did not update during the process.
  • If the Tax Provision system cannot establish communication with ONESOURCE Workpapers, you will receive the following message. The dataset rollover/copy process will not be interrupted even if the Workpapers could not be rolled over/copied."

Independent from the dataset rollover/copy process

You do not have to copy or rollover your active workpapers during the dataset rollover/copy process.
To rollover/copy the mapping, you can select
Administration
 >
Manage Datasets
, click
Active Workpaper Mapping
.
If you do not have user permissions to create a workpaper, you cannot rollover or copy the Active Workpapers mapping in ONESOURCE Tax Provision. The Active Workpapers button is unavailable. The ToolTip shows you if you need permissions granted.
See Assign User Permissions for more information about ONESOURCE user permissions.
Active Workpaper Permissions
Active Workpaper Mapping
In Active Workpaper Mapping, you can select a Source Dataset and Destination Dataset (New Dataset) from the drop-down list. You can see only the datasets in which you have permissions to access. The destination dataset is the same dataset type and dataset option (tag or class) as the source dataset.
In Workpaper Name, you can see all workpapers attributed to the source dataset and change the mappings to a new dataset.
  1. In Active Workpaper Mapping, select a Dataset from the drop-down list.
  2. Click
    Next
    .
    • The Dataset Source is the same as the source dataset selected.
    • The new dataset defaults to Destination Dataset for the fields in the source dataset.
    • Other dataset sources, not the same as the source dataset selected, the “new dataset” will default to the same dataset as the "dataset source”.
Active Workpaper Mapping
  1. Type the Folder Name.
  2. Click
    Save
    .
Add Folder
note
  • If you do not rename the workpapers or save them to a new folder, a message appears with a list of Workpapers that did not update during the process.
  • If the Tax Provision system cannot establish communication with ONESOURCE Workpapers, you will receive the following message. The dataset rollover/copy process will not be interrupted even if the Workpapers could not be rolled over/copied."