Library of guides
The Year-To-Date (YTD) Replacement option for 1095 form field maps lets you manage and import source files containing coverage details for current and prior months.
Collecting and soliciting TINs ACA reporting
This guide provides comprehensive guidance on collecting and soliciting Taxpayer Identification Numbers (TINs) for Affordable Care Act (ACA) reporting using ONESOURCE Tax Information Reporting. It details the processes involved in importing primary and dependent information, formatting source system files, and loading data into ONESOURCE. The document also covers the creation of ACA TIN solicitation print packages, submitting compliance print batch jobs, and managing ACA TIN solicitation views and reports. Additionally, it explains the use of the ACA Name/TIN Error Assist service for handling forms that received a filing error from the IRS. This document serves as a valuable resource for employers and insurers to comply with ACA reporting requirements effectively.
Compliance module
This guide provides a comprehensive guide to the ONESOURCE Tax Information Reporting Compliance Module. It outlines the various lessons and features within the module, enabling efficient management and reporting of tax information. The document covers the use of the Bulk TIN Matching feature, the importation of compliance data, and the batch printing of TIN solicitations. Additionally, it details the creation of ACA TIN Solicitation Print Packages and the use of the ACA Name/TIN Error Assist Service. The guide also includes instructions on searching for compliance events, adding compliance events, and managing the status of compliance batch jobs. This resource is essential for understanding and navigating the compliance module to ensure adherence to IRS regulations and to streamline tax information reporting processes.
Create and print custom documents
This guide serves as an in-depth guide to the ONESOURCE Tax Information Reporting system, focusing on the Print/Filing module. It provides detailed lessons on how to effectively use the system for various tax reporting tasks such as filing extensions, batch printing forms, and managing federal, state, and foreign filings. Each lesson includes objectives, prerequisites, and step-by-step procedures to ensure users can navigate the system efficiently. Additionally, the document includes copyright notices, version history, and explanations of special terms or phrases used throughout the module. This guide is essential if you're looking to maximize your proficiency with the ONESOURCE Tax Information Reporting system.
Getting started with OTIR
This product specifications guide provides a comprehensive overview of the features and capabilities of the ONESOURCE Tax Information Reporting system, developed by ³ÉÈËVRÊÓƵ. This system is designed to simplify tax workflows and manage compliance and reporting obligations for corporations, mortgage companies, life and health insurance organizations, and state health insurance marketplaces. It supports a wide range of IRS, SSA, U.S. state, U.S. territory, and U.S. city and locality information reporting requirements, including forms like 1095, 1098, 1099, 5498, W-2, W-8, and 1042-S.The document outlines system requirements, cybersecurity measures, application security, and business continuity plans to ensure the system's reliability and security. It also details the various modules within the application, such as Import, Review & Maintenance, Print/Filing, and Compliance, which help in managing different aspects of tax reporting and compliance.Additional services like Secure Web Services, eConsent Service, eStatement Service, and Client Engagement Services are available to enhance functionality and integration with other systems. The document also includes a detailed calendar of tax reporting activities and deadlines to assist organizations in planning their tax activities throughout the year.Overall, the ONESOURCE Tax Information Reporting system offers a robust solution for handling complex tax information reporting and compliance requirements efficiently.
Import module
This guide serves as a comprehensive guide for learning about the Import Module in ONESOURCE Tax Information Reporting. It outlines the process of importing data from source files into the ONESOURCE Tax Information Reporting system, covering various lessons that detail how to handle field maps, code translations, file transfers, data importation, status and reconciliation reports, and the rollback of form import jobs. Each lesson includes objectives, prerequisites, detailed step-by-step instructions, and wrap-up summaries to ensure a thorough understanding of each component. The document aims to equip you with the skills needed to efficiently manage tax information reporting through ONESOURCE by utilizing ASCII-formatted source files, EBCDIC file formats, and addressing specific data types like payer, recipient, and form details.
Interactive TIN matching feature
This guide outlines the Interactive TIN Matching feature available in ONESOURCE Tax Information Reporting. It provides a comprehensive guide on how to activate and use the feature to connect to the IRS TIN Matching site and verify up to 25 name/TIN combinations interactively. The document details the steps required to set up and manage IRS eServices ID and password, which are necessary for accessing the TIN Matching service. Additionally, it covers the process of submitting existing recipients for TIN matching, updating or resetting eServices ID and password, and viewing the IRS e-Services Users Security Report. The document also explains the results returned from the IRS for each TIN matching request and how to handle different scenarios based on these results.
Introducing ONESOURCE Tax Information Reporting
This guide introduces ONESOURCE Tax Information Reporting, a comprehensive web application designed to streamline the process of importing tax data and filing information returns with federal and state taxing authorities. It covers the initial setup through ONESOURCE Classic, details the various modules available for tasks such as data import, form review and maintenance, printing and filing, and compliance activities. Additionally, it provides guidance on navigating and utilizing the features of the ONESOURCE Tax Information Reporting page, including the main and side menus, tax year selection, breadcrumb trail, and support links. The document also outlines the support services available and instructions on how to access and use the application effectively.
Print / filing module
This guide is a comprehensive guide to the ONESOURCE Tax Information Reporting system, specifically focusing on the Print/Filing module. It details various lessons that help you understand and utilize the system effectively for tasks such as filing extensions, batch printing forms, managing federal and state filings, handling foreign filings, and dealing with health coverage filings, among others. Each lesson is structured to provide objectives, prerequisites, and step-by-step procedures, ensuring that users can navigate the system efficiently. The document also covers copyright notices, document version history, and special terms or phrases used throughout the module, providing a thorough understanding of the system's capabilities and requirements for tax information reporting.
Schedule jobs
This guide provides a comprehensive guide on scheduling jobs within the ONESOURCE Tax Information Reporting system. It covers various aspects such as setting up user profile rights, creating scheduled jobs, viewing and managing existing jobs, and modifying scheduling parameters. Additionally, the document outlines procedures for deleting or inactivating scheduled jobs and rolling them over to the next tax year. It serves as a detailed resource for users who need to manage batch print files or reports that are scheduled to run at later times or at periodic intervals.
Set up SFTP
This guide provides a comprehensive guide on setting up SFTP with PGP or GPG encryption and utilizing the AutoTransfer feature for ONESOURCE Tax Information Reporting. It details the process of securely transmitting files to the ³ÉÈËVRÊÓƵ Data Center using SFTP, a protocol for secure file transfer. The guide covers initial setup steps, including authentication methods and the necessary settings for DNS/Hostname and Port. It also explains how to configure and use the AutoTransfer feature, which automates the retrieval and loading of files placed in the SFTP Inbound folder at specified intervals. Additionally, the document outlines file preparation, naming conventions, and common errors encountered during file transfer, providing solutions for each issue. This guide is essential if you need to ensure secure and efficient file transfers in their tax reporting processes with ONESOURCE.
User administration guide for OTIR
This guide provides comprehensive instructions for administrators on managing ONESOURCE Tax Information Reporting. It covers the initial setup of accounts in ONESOURCE Classic, provisioning access to the Tax Information Reporting application, and the necessary steps to manage user profiles and security settings. Additionally, the guide details the installation and requirements of the Microsoft Silverlight plug-in, essential for running administrative sections of ONESOURCE Classic. It also outlines how to add new accounts, set password policies, establish security thresholds, and reset passwords. This document is intended to assist administrators in effectively managing access and security for ONESOURCE Tax Information Reporting.
Views and reports module
This guide serves as a comprehensive guide to the ONESOURCE Tax Information Reporting Views & Reports Module. It details the version history, copyright information, and a thorough outline of the module's features. The guide is designed to enable you to effectively manage and analyze tax information through various views and reports, facilitating the identification and correction of errors in recipient, payer, and form data. It covers essential tasks such as running and customizing views, exporting reports, and scheduling reports for future processing. Additionally, the document includes detailed descriptions of special terms, prerequisites for using the module, and step-by-step instructions for each function within the module.
Withholding management module
This guide provides a comprehensive guide on using the Withholding Management Module in ONESOURCE Tax Information Reporting. It details the processes for setting up payer deposit frequencies, creating and managing liability and deposit records, reconciling liabilities with deposits, and generating federal and state withholding forms. The guide includes step-by-step instructions, prerequisites for each lesson, and special terms used throughout the module. Additionally, it covers the mapping specifications for importing data into the system, ensuring users can accurately and efficiently manage tax information reporting requirements.
YTD replacement option for 1095 form field maps
This guide provides a comprehensive guide on the Year-To-Date (YTD) Replacement option for 1095 form field maps within ONESOURCE Tax Information Reporting. It details how to use the YTD-Replacement option to manage and import source files that include coverage details for current and prior months. The guide outlines the importance of using full files for imports to ensure accuracy in record-keeping and the subsequent effects on forms when partial files are used. Additionally, it describes the steps to select the YTD-Replacement option for a form field map, including entering a unique source system code. The document also covers scenarios for removing forms or covered individuals from the system and the necessary actions to take in your YTD file to comply with IRS requirements, such as marking forms as void and handling coverage details for individuals. This guide is essential for ensuring accurate and compliant tax information reporting using the ONESOURCE platform.