Workbench Establishments

Menu > Workbench > Establishments

Use this page to specify the established status of the buyer, seller, and middleman at various zone levels for this transaction. Any settings entered here override established authorities settings maintained by an individual company within ONESOURCE Indirect Tax Determination (see Authorities for Established Authorities). In addition, settings at the line level override any settings at the invoice level.

Set invoice-level options

  1. Enter or select the desired values.
  2. Click Submit to save the options.

Set line-level options

  1. Click the Line Data button if necessary. This button does not appear if you are already in line configuration mode.
  2. Select the desired line by choosing a number from the Line menu. If you need to see details about a line, you can toggle back and forth by clicking the Line Items and Line Data buttons.
  3. Enter or select the desired values.
  4. Click Submit to save the options.

View XML data

  1. Navigate to the Actions menu.
  2. Select XML Input, Allocated XML Input, Filtered XML Input, or XML Output. For more information, see Viewing Workbench XML Data.

Export a scenario

You can export the selected scenario, or all scenarios associated with this company

  1. Select Properties from the Actions menu.
  2. Click one of the following:
    • This Scenario to export only the selected scenario.
    • This Scenario and All Siblings to export the selected scenario and all other scenarios associated with the selected company.
  3. Click Save.
  4. Browse to or enter a filename to save to and click Save.

Once you save the file, you can re-import it. See the Importing Data page.

View calculation details

  1. Click Submit to save your scenario.
  2. Then click Results in the Selected Scenario section.

Workbench Establishments Field Reference

Buyer

Specifies whether or not the buyer is established in one or more of the nine zone levels that map to the locations used in this transaction. Valid values are None (use defaults), Yes and No.

Seller

Specifies whether or not the seller is established in one or more of the nine zone levels that map to the locations used in this transaction. Valid values are None (use defaults), Yes and No.

Middleman

Specifies whether or not the middleman is established in one or more of the nine zone levels that map to the locations used in this transaction. Valid values are None (use defaults), Yes and No.