International Data Management Solution

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Services and Training

Thomson Reuters' professionals provide a complete portfolio of services to help you achieve the results you seek. Our expert team of tax professionals and technologists includes Client Service Managers (CSMs), telephone- and-field-based consultants, and implementation specialists.

They provide implementation services for, and training on, the International Data Management solution, including:

  • Set-up - An overview of the product, including logging in and getting started.
  • Initiating a DataFlow Request:
    • Set-up an email template for data requests.
    • Add all entities and data providers.
    • Set security levels for external users best practices.
    • Create and send data requests to users.
  • Setting up FormsFlow Designer:
    • Create templates for data collection.
    • Transfer existing workbooks into FormsFlow workbooks.
    • Define input cells for data requests.
    • Create additional Microsoft® Excel functionality (hyperlinks, lookups, etc).
    • Protect the template to limit inputs to designated cells.
  • Extracting DataFlow:
    • Use the DataFlow add-in.
    • Create the extraction workbooks.

With all of its software and service benefits, the International Data Management solution of ONESOURCE Income Tax is the answer your corporate tax department has been looking for.

View the information sheet for more information on the International Data Management Solution of ONESOURCE Income Tax.