Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Quick reference

Quick Reference Card 3 - Review & Edit

  1. Use the
    Global Navigation Bar
     to navigate through all ONESOURCE products and link to common resources.
  2. Use the
    Tax Provision Menu Bar
     to access the ONESOURCE Tax Provision sections of the product..
    note
    As you navigate through the menu, an orange bar appears beneath the title showing you where you are in the system.
  3. Click the
    Back
    button to go to the previous page.
  4. Use the
    Primary Filters
     to select a
    BASE DATASET
     and a
    COMPARING DATASET
    . Selecting the compare button turns the data comparison on and off. You can also access
    LEAD SHEET
     or
    DATA ENTRY
     pages.
    note
    When an orange underline appears beneath the
    BASE DATASET
     and
    COMPARING DATASET
    , the data that you see in the
    grid
     is called the Review data.
  5. Use these options to
    Refresh
    ,
    Export
    , and
    Print
    your data.
  6. All active units for
    UNITS
     or
    SUB-CONSOLIDATIONS
     in your
    BASE DATASET
     and
    COMPARING DATASET
     (if you select a comparing dataset) appear in the
    grid
    . The hyperlinks let you drill down to the next level of detail.
  7. Use the
    grid
     buttons to change how the data appears in the
    grid
    .

This article applies to:

  • PRODUCT: ONESOURCE Tax Provision