Use Case Library

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Create and manage users/groups/clients in ONESOURCE

Centrally manages administrative data in one location to deliver consistent and more streamlined experience.

Find help for your products and accounts, discover frequently asked questions, explore training.

Create and manage your tax master data (Entities/Chart of Accounts) in ONESOURCE

Centrally manages administrative data in one central location to deliver consistent and more streamlined experience.

Leverage the central reference data curated by Thomson Reuters for tax

Reference Data elements are curated by Thomson Reuters, and provide a standard set of facts that can be universally understood across all ONESOURCE products.

Corporate Tax Compliance and Reporting

Manage tax return compliance and global tax reporting.

Retrieve a list of the Units available for a given provision instance
Automate the Configuration of Your Entities and Returns

Use Configuration APIs to build your own integrations. ... These APIs efficiently automate your creation, configuration, and maintenance of your Workareas, Entities and Returns.

Retrieve the Core Tax Content Information for Compliance Reporting

Unlock your compliance confidence using Sales and Use Content APIs for automating the retrieval of all supported content based on your business needs and regulatory requirements

Match recipient Name-TIN combinations against IRS's TIN list, OFAC Sanction lists, and Social Security Death Master File (DMF)
Match recipient Name-TIN combinations against IRS's TIN list, OFAC Sanction lists, and Social Security Death Master File (DMF)

TIN Match and TIN Validation allow users to match recipients Name-TIN combinations against the IRS TIN list, OFAC Sanction lists, and Social Security Death Master File (DMF)