ONESOURCE Calendar

Quick Links

Events

Now you can manage, publish, and track all of your internal and external deadlines online with one solution - ONESOURCE Calendar!

Click for PreviewDaily, weekly and monthly graphical
calendar views

ONESOURCE Calendar is a web-based, due date tracking package that helps organize tax workflows, tax filings and payments. Users can instantly determine delinquent items, the status of outstanding items, and items that need your attention. Anytime and anywhere access keeps you in control at the office, at home, or on the road.

Other ONESOURCE Calendar benefits and features include:

  • Ease of use
  • Quick set-up
  • User-defined criteria displays scheduled events to meet your needs
  • Ad-hoc viewing of events
  • Daily, weekly and monthly graphical calendar views
  • Tax law update engine keeps content current
  • Exports to Microsoft® Excel, Microsoft® Outlook and Lotus® Notes
  • Notification of event reminders
  • 16 user-defined fields for additional event information tracking
  • Assign and manage responsibilities

A Centralized Database

ONESOURCE Calendar provides a single multiyear database of all due dates, payments, extensions, filings, and projects. You can select the information that you want to see by sorting and filtering views by due date, preparer, reviewer, jurisdiction, authority, tax type, status, and several other options.

Complete Reporting Capability

Click for PreviewView reports on-screen or export to Microsoft Excel or as a PDF.

Several label formats and standard reports are available to cover many of your needs. Plus, with our intuitive and powerful report writer, you can select only those records you want to see and create custom reports for your specific requirements.

Additionally, you can generate automated labels from your ONESOURCE Calendar database for all your tax returns, estimated payments, extensions, and more. This solution supports the most popular label formats.

Pre-Populated Tax Events

You can import key custom events and also take advantage of ONESOURCE Calendar's pre-populated event content for statutory filings. This product is populated with names, addresses, and due dates from various taxing authorities and currently includes:

Click for PreviewPre-populated events cover a wide range of authorities.
  • Federal corporate income tax
  • Federal partnership income tax
  • Federal trust tax
  • State corporate income and franchise tax
  • State partnership income tax
  • State trust tax
  • Premium tax
  • Sales and use tax for state and local filings: monthly, quarterly, and annually
  • Unclaimed property
  • Annual reports for states that require an annual
    report or fee for doing business in that state

Security

With ONESOURCE Calendar's granular security feature, you control access for who can set up or manage events. This keeps your calendar function accurate across all of your entities and jurisdictions.

Certified Mailers

Click for PreviewPrint your certified mailer forms directly from ONESOURCE Calendar and track progress online.
With ONESOURCE Calendar, you can print certified mail and return receipt forms for all of your scheduled events, right from the calendar. You can even print certified mailers in bulk and then track the certified
mail process online.

















Click for PreviewCustomize your reports to meet specific needs.
With all its features, ONESOURCE Calendar is more than just a calendar. It delivers:
  • Robust content
  • Due date logic
  • Multiple filing addresses per tax form
  • Multiple tax types per authority
  • Multiple tax types per tax form
  • Continuous expansion of global tax law content
  • Intuitive and powerful report writer and more