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Set up EIN and reference ID numbers

Populate Identifying Numbers in ONESOURCE Income Tax

  1. To populate the
    EIN
    , go to
    Entity Properties
     and enter the EIN information.
  2. There are two methods to populate
    Reference ID
     numbers:
    1. Go to Binder Properties, then
      General Information
       and enter the
      Reference ID
       number.
    2. You can also import Reference ID numbers for multiple entities at once using
      Batch Import
      .
      1. Select
        International Import Type: Reference ID
      2. Select
        Form 8975 IDs
      3. Select
        Number of Employees
        . (The only information required for a successful Reference ID import is Entity Number and Reference ID Number.)

Populating EIN and Reference ID numbers on Forms with ONESOURCE Income Tax International

  1. To push the EIN and Reference ID to Forms 5471, 8858 or 8865,
    • Select the options
      Refresh Entity, Company Information
      , and
      Fiscal Year and Incorporation
      .
    • Run a TAS Compute.
  2. To push EIN and Reference ID information to the 8975,
    • Run the
      TAS Compute / Consolidate
       at the entity level and you must run a
      TAS Consolidate at the Top Consolidation
       level.
    • Then run the
      International Compute Option Transfer to 8975
       to push to the form.
  3. After running successful International Topcon Computes (at minimum E&P and Subpart F), EIN and Reference ID Information will be available to populate the following other forms (If you use ONESOURCE Income Tax International to populate them):
    • 1118 Schedule C, D, and E:
       EIN and Reference ID information will flow to these schedules automatically once International Computes (TIBS, FTC, Transfer to 1118) are successfully run in the Top Consolidation binder and Organizer Full Recompute has been completed in Topcon Organizer.
    • 1118 Schedule A / B, Part I:
       Optional International Transfer is available to transfer EIN / Reference ID to the 1118 Schedule A / B. Successful transfer of this information requires setup of International Transfer, successful TAS Computes (with Transfer International box selected), and successful International Topcon Compute (TIBS, FTC, Transfer to 1118).
    • Form 8992:
       Transfer of EIN and Reference ID information will occur once a successful Transfer to 8992 is done in the Topcon and the TAS Consolidate is run in the Topcon with the option
      Consolidate this binder and compute all binders with computes pending
       selected.

This article applies to:

  • Product: ONESOURCE Income Tax, ONESOURCE International Tax
  • Subject: Setup
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