ONESOURCE University | Tax Training Catalog

Spring 2021

Thomson Reuters Corporates Training

2

Welcome

Welcome to our ONESOURCE University Training catalog!

Here at ONESOURCE University we are passionate about training. We are continuously seeking ways to enhance your training

experience so you can easily find the training you need, when you need it.

In this catalog you will find a wealth of information including the type of training we offer and a comprehensive list of all our courses and

certifications by product. Can’t find what you are looking for? Have a suggestion on a new course or certification? If so, please let us

know! We love nothing more than receiving feedback directly from our valued Clients and Partners.

We are all faced with constant change. Whether that change stems from product changes or changes within tax and regulatory

compliance, at ONESOURCE University, we support and keep pace with that change. The traditional “one and done” training model is

not an effective training program. Successful training programs use both instructor-led and eLearning delivery methods with a focus on

interactive, real-life, and engaging content. This blended approach not only uses the most effective delivery type but is also flexible and

can be tailored to each user’s needs and learning preferences. We fully support a blended learning approach. Our experienced

designers and experts use this approach to ensure our training content is timely, accessible, and relevant so you can continue to grow

your ONESOURCE product knowledge and expertise.

Thanks for being a ONESOURCE User and Client! We hope to see you soon at ONESOURCE University! Welcome to our Corporates

Training Team, ONESOURCE University training catalog.

DEANNA MCDONALD

Senior Director, Professional Services

Corporates Training Team

3

Who we are

ONESOURCE University provides product training and certification programs that empower our corporate

clients to become successful users of the ONESOURCE solution.

We know for a fact: training is a critical success factor for software implementation and ongoing proficiency. Inspired by this motto,

every day our team of over 30 tax experts and learning professionals come together to design and deliver training solutions that help

our corporate clients to make the most out of the software solutions they use to run their tax departments.

At ONESOURCE University, we believe that learners learn by doing, that training increases employee engagement and satisfaction,

and that training is proven to help clients to realize their goals. Whether the need is a dedicated instructor-led session, a few workshop

seats, a timely WebSeminar, or a subscription to our extensive eLearning library – we strive to empower all ONESOURCE users to be

efficient users of our products.

In our new and modern ONESOURCE University online learning platform, you’ll find training resources on a variety of Thomson

Reuters global tax products for corporations, including Direct Tax, Indirect tax, Transfer Pricing, Global Trade, among others.

TAX | ONESOURCEGlobal Tax Products

Direct Tax

Data and Process Management

Statutory Reporting

Indirect Tax

Global Trade

ONESOURCE University Curriculum

Direct Tax • Income Tax RS Domestic and

International

• State Apportionment

• Tax Provision

• Corporate Tax

Data and Process Management• WorkFlow Manager

• DataFlow

• General Ledger Manager

• Audit Manager

• Calendar

Statutory Reporting

Indirect Tax • Determination

• Indirect Tax Compliance – VAT

• Indirect Tax Compliance – Sales & Use

• Certificate Manager

• Integrations

Property Tax

Global Trade • Denied Party Screening

• Global Classification

• Foreign Trade Zones

• Free Trade Agreements

• Import and Export Management

From online self-study to live remote class to face-to-face training, from basic to advanced topics –

ONESOURCE University has got you covered!

We understand that the ONESOURCE corporate users have unique training needs and different learning styles. To meet the needs of

our valued clients, the ONESOURCE University training curriculum is designed with modern learning methodologies and brought to you

in different delivery methods that can be taken as stand-alone courses or combined in blended learning programs for an optimal

learning experience.

4

Learning Options

eLearning Video-style and interactive eLearning modules covering basic, intermediate, and advanced topics, available 24/7 for self-study.

WebSeminars1-hour live remote classes ranging from targeted areas of an application to new functionalities and features, conducted by ONESOURCE

University expert trainers and strategically timed throughout the year for when it matters most. CPE included.

WorkshopUniversity-style class either face-to-face or remote that gives you the opportunity to interact with other customers as you learn through

scenario-based hands-on exercises. CPE included.

DedicatedEither face-to-face or remote group class exclusively delivered to your company, with hands-on exercises facilitated by an expert

ONESOURCE University trainer. CPE included.

CertificationRole-based certification exams that allow users to demonstrate a recognized level of competency within a ONESOURCE product and

showcase their expertise in the marketplace with digital badges.

Subscription Workshop seats Dedicated Certification Packages

ONESOURCE University

Subscriptions give you 1-year

of access to all eLearning

modules and WebSeminars

available in the training

subscription of your specific

product.

Our schedule of remote and

regional workshops gives you

the opportunity to learn in a

hands-on training environment

while you interact with other

clients and share best

practices and tips.

Delivered either remote or

onsite, dedicated courses are

conducted by ONESOURCE

University expert trainers and

are ideal for groups of users

looking for personalized

training.

ONESOURCE University User

Certification helps users

validate their knowledge, gain

confidence, socialize

achievements in social medias

– and take their tax

department to the next level.

Combine subscriptions,

workshops, dedicated courses

and certifications for optimal

learning experience,

knowledge retention, and

effectiveness – at discounted

price!

PURCHASING OPTIONS

Interested in learning more? Contact us.

TRAINING FORMATS

Thomson Reuters Tax & Accounting Professional Software & Service is registered with the National Association of State

Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding

registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Courses identified with this tag are free – enroll now!► FREE

5

What do our courses look like?

INTERACTIVE ELEARNING

Video-style and interactive eLearning courses with product demonstrations, simulations, knowledge checks

and other learning strategies for self-study.

INSTRUCTOR-LED TRAINING

Remote and face-to-face training with ONESOURCE University expert instructors featuring personalized

learning and hands-on exercises.

6

Certified User Program

7

ONESOURCE Tax Provision

* Dedicated onsite courses can be scheduled with a minimum of 2 days. A combination of courses to equal 16 hours can be used. ** Advance preparation eLearning (40 minutes) is required for attending the classroom training.

INSTRUCTOR-LED COURSES

Availability

Workshop Dedicated

Course Title Duration Remote Regional Remote Onsite*

V2014 – End User Workshop 17 hours n/a n/a Yes Yes

V2014 – Comprehensive Workshop 28.5 hours n/a n/a Yes Yes

V2016 – End User Workshop – Blended learning 17 hours** n/a n/a Yes Yes

V2016 – Comprehensive Workshop with ONESOURCE Workpapers – Blended learning 25.5 hours** Yes Yes Yes Yes

V2016 – Upgrade Workshop 4 hours Yes n/a Yes n/a

V2016 – Tailored Workshop (Build Your Own Agenda) Min. of 4 hours n/a n/a Yes n/a

Add-ons

Global Access End-User Workshop | Class 3.5 hours n/a n/a Yes n/a

Global Access Administrator Workshop 3.5 hours n/a n/a Yes n/a

ONESOURCE State Apportionment Comprehensive Workshop 8.5 hours n/a n/a Yes n/a

Return and Provision Integration Workshop 4 hours n/a n/a Yes n/a

ONESOURCE Data Query Comprehensive Workshop 4.5 hours n/a n/a Yes n/a

ONESOURCE Data Import (Excel Add-in) Workshop 4 hours n/a n/a Yes n/a

ONESOURCE Estimated Payments Comprehensive Workshop 4 hours n/a n/a Yes n/a

ONESOURCE General Ledger Manager Workshop 4 hours n/a n/a Yes n/a

ONESOURCE Workpapers Comprehensive Workshop 4 hours n/a n/a Yes n/a

ONESOURCE Uncertain Tax Positions Comprehensive Workshop v2016 6.5 hours n/a n/a Yes n/a

ONESOURCE UNIVERSITY SUBSCRIPTION FOR TAX PROVISION

Course Titles

WebSeminars

ONESOURCE Tax Provision v2016

• Introduction to ONESOURCE Tax Provision v2016

• Federal Provision

• State Provision

• Payables

• Reporting

• Deferred Tax Presentations

• Effective Tax Functionality and Reporting

• Tax Basis Balance Sheet

• Interim Reporting

• Trial Balance Upload

• Return to Provision

Continue →

ONESOURCE UNIVERSITY SUBSCRIPTION FOR TAX PROVISION (continued)

Course Titles

eLearning

ONESOURCE Tax Provision v2016

• Introduction to ONESOURCE 2016 platform ► FREE

• Introduction to ONESOURCE Tax Provision v2016 ► FREE

• Data Management Basic Concepts ► FREE

• Spreadsheet Imports

• Federal Provision Basics

• State Provision Basics

• State Provision Intermediate

• Payable Basics

• Payables Intermediate

• Payables Advanced

• Reviewing Data Basics

• Reporting Basics ► FREE

• Reporting Intermediate

• Reporting Advanced

• Deferred Balances Report

• Effective Tax Rate Functionality & Reporting Intermediate

• Tax Basis Balance Sheet

• Manage System Settings

• Introduction to ONESOURCE Administration

• Administration Basics

ONESOURCE Tax Provision v2014

• Introduction

• Administrative Users

• Spreadsheet Imports

• Deferred Tax Presentations

• GL Bridge - Trial Balance Upload

• Automation: NOLs, Valuation Allowance, AMT

• State Provisions

• Return to Provision

• Temporary Differences

• Effective Tax Functionality and Reporting

• Payable Function

• Interim Reporting

• Standard and Configured Reports

• Parameters and Manage Configurations

• Active Workpapers

• Excel Add-in

ONESOURCE Global Access

• ONESOURCE platform Administration Setup v2014

• ONESOURCE Tax Provision Administration Setup v2014

• ONESOURCE Global Access Administration Setup v2014

• Data Entry Processes - Class Datasets v2014

• Reports - Class Datasets v2014

Tax Provision and Income Tax Integration • Return and Provision Integration - Starting Returns • Return and Provision Integration – Return to Provision

ONESOURCE Data Import Excel Add-in

• Templates

• Data Import Tab

• Import Log

• Mapping Data

• Transferring Data

ONESOURCE State Apportionment

• Structural Setup - Apportionment Accounts

• Structural Setup – Entities

• Structural Setup – Groups

• Structural Setup – Jurisdictions

• Structural Setup – Nexus

• Introduction to ONESOURCE State Apportionment

• ONESOURCE State Apportionment - Data Entry

ONESOURCE Calendar

• Introduction to Calendar

• Administration for Calendar

• Scheduling and Managing Calendar

• Adding Custom Records to Calendar

• Generating Reports in Calendar

• Importing for Calendar

• Retrieve and View Calendar Data

• Tips and Tricks for Calendar

• Roll Forward

ONESOURCE WorkFlow Manager

• Administration for ONESOURCE WorkFlow

• Introduction to ONESOURCE WorkFlow

• ONESOURCE WorkFlow Manager Gadgets

• WorkFlows and Tasks

• WorkFlows and WorkFlow Browser

• Rules-Based WorkFlows

ONESOURCE FileRoom• Introduction to FileRoom

• Administration for FileRoom

• Working with Documents in FileRoom

8

ONESOURCE Tax Provision

Continue →

ONESOURCE UNIVERSITY SUBSCRIPTION FOR TAX PROVISION (continued)

Course Titles

eLearning

ONESOURCE DataFlow

• Introduction to ONESOURCE DataFlow ► FREE

• DataFlow Menu Overview ► FREE

• Introduction to FormsFlow Designer ► FREE

• FormsFlow Designer Reports & Template Creation

• Introduction to DataFlow Extraction ► FREE

• DataFlow Extraction – Linking Requests & Rollforward

• Preparing a FormsFlow Workbook

• Using FormsFlow Designer Reports

• Using ONESOURCE DataFlow

• ONESOURCE DataFlow Batch Administration

• Data Provider

ONESOURCE General Ledger Manager • End User Processes and Best Practices

SYNERGY 2020 recorded sessions

• ONESOURCE Tax Provision Version 2016 Basics

• Tax Basis Balance Sheet and Income Statement

• Return to Provision True Up

• ONESOURCE Workpapers Basics

• Interim Functionality and Reporting

• Deferred Tax Presentations

• Global Access Manager

• Tax Provision Integrations

• Journal Entry Functionality and Reporting

• Flow-Through Functionality

• Advanced Topics in Tax Provision

• ONESOURCE User Administration Basics

• ONESOURCE Entities & Chart of Accounts

• Introduction to ONESOURCE Data Hub

• Managing Your Data Collection Process Using ONESOURCE

DataFlow

• The Next Generation of ONESOURCE Calendar

• Tips and Tricks to Get the Most Out of ONESOURCE

Calendar

• The Next Generation of Data Collection in ONESOURCE

DataFlow

• A Strategic Approach to Content Management Planning for

ONESOURCE WorkFlow Manager

9

ONESOURCE Tax Provision

CERTIFICATION EXAMS

Product Title Duration

ONESOURCE Tax Provision v2016

Professional User Exam 2 hours

Professional Administrator Exam 2 hours

Expert User Exam 2 hours

10

ONESOURCE Income Tax – US

INSTRUCTOR-LED COURSES

Availability

Workshop Dedicated

Course Title Duration Remote Regional Remote Onsite

Domestic

Domestic – Comprehensive Workshop 25.5 hours Yes Yes Yes Yes

Domestic – End User Workshop 17 hours n/a n/a Yes Yes

Domestic – Administrator Workshop 8.5 hours n/a n/a Yes n/a

Domestic – Federal Workshop 8.5 hours n/a n/a Yes n/a

Domestic – State Workshop 8.5 hours n/a n/a Yes n/a

Domestic – Partnership Workshop 8.5 hours n/a n/a Yes n/a

Domestic – S-Corporation End-User Workshop 17 hours n/a n/a Yes Yes

Domestic – Insurance Workshop 4.5 hours n/a n/a Yes n/a

Domestic – State Concepts and Strategies Workshop 17 hours Yes n/a Yes Yes

Domestic – Conversion Workshop 8.5 hours n/a n/a Yes n/a

Domestic – Build Your Own Agenda Min. of 4 hours n/a n/a Yes n/a

Express RS – Domestic Workshop 17 hours Yes n/a Yes Yes

Express RS – Build Your Own Agenda (Additional Forms) Min. of 4 hours n/a n/a Yes n/a

International

International – Comprehensive Workshop 25.5 hours Yes Yes Yes Yes

International – End User Workshop 17 hours n/a n/a Yes Yes

International – Administrator Workshop 8.5 hours n/a n/a Yes n/a

International – Build Your Own Agenda Min. of 4 hours n/a n/a Yes n/a

Add-ons

ONESOURCE State Apportionment Comprehensive Workshop 8.5 hours n/a n/a Yes n/a

Return and Provision Integration Workshop 4 hours n/a n/a Yes n/a

ONESOURCE Data Query Comprehensive Workshop 4.5 hours n/a n/a Yes n/a

Continue →

11

ONESOURCE Income Tax – US

INSTRUCTOR-LED COURSES (continued)

Availability

Workshop Dedicated

Course Title Duration Remote Regional Remote Onsite

Add-ons

ONESOURCE Data Import (Excel Add-in) Workshop 4 hours n/a n/a Yes n/a

ONESOURCE Estimated Payments Comprehensive Workshop 4 hours n/a n/a Yes n/a

ONESOURCE General Ledger Manager Workshop 4 hours n/a n/a Yes n/a

ONESOURCE Workpapers Comprehensive Workshop 4 hours n/a n/a Yes n/a

ONESOURCE UNIVERSITY SUBSCRIPTION FOR INCOME TAX

Course Titles

WebSeminars

ONESOURCE Income Tax

• Navigation and Setup

• Federal Charts

• Annual Rollover

• Using TAS to Complete the Federal Return

• Batch Process

• Federal Organizer

• State Charts

• Using State Organizer

• Preparing State Estimates (RS)

• State Combined Returns with DivCons & Subcons

• State e-Filing

• International Charts

• User and Security Administration

eLearning

ONESOURCE Platform • Introduction to ONESOURCE 2016 platform ► FREE

ONESOURCE Income Tax

Domestic

• Annual Rollover Process ► FREE

• Chart Import Case Study

• Federal Processing

• Using TAS to Complete the Federal Return

• Federal Organizer

• Federal e-Filing

• Federal Consolidation Setup

• Federal Consolidations

• Federal Consolidations Express RS

• Preparing Federal Estimates, Penalties and Extensions

• Processing State Modifications

• State e-Filing

• State Consolidation Setup

• State Consolidation Processing

• State Combined Returns with DivCons & Subcons

• Preparing Form 1139 Under the CARES Act ► FREE

S-Corp • Federal Organizer for 1120S Returns • Activity Transfer for 1120S Returns

Partnership • Preparing Partnership Returns • Partner Allocations

ONESOURCE Income Tax

International

• Preparing Forms 8991 8992, and 8993

• Preparing Schedule I-1 Under TCJA• Preparing Form 5471 Under TCA

Continue →

ONESOURCE UNIVERSITY SUBSCRIPTION FOR INCOME TAX (Continued)

Course Titles

eLearning

Insurance

• Preparing Property and Casualty Returns

• Preparing Life Insurance Returns

• Using TAS to Complete Insurance Returns

• NOLs for Insurance Returns

• Insurance Consolidations Best Practices

• Troubleshooting Federal Insurance Consolidations

• Preparing State Insurance Consolidations

ONESOURCE Global Access

• ONESOURCE platform Administration Setup v2014

• ONESOURCE Tax Provision Administration Setup v2014

• ONESOURCE Global Access Administration Setup v2014

• Data Entry Processes - Class Datasets v2014

• Reports - Class Datasets v2014

ONESOURCE Integration • Return and Provision Integration - Starting Returns • Return and Provision Integration – Return to Provision

ONESOURCE Data Import Excel

Add-in

• Templates

• Data Import Tab

• Import Log

• Mapping Data

• Transferring Data

ONESOURCE State Apportionment

• Structural Setup - Apportionment Accounts

• Structural Setup – Entities

• Structural Setup – Groups

• Structural Setup – Jurisdictions

• Structural Setup – Nexus

• Introduction to ONESOURCE State Apportionment

• ONESOURCE State Apportionment - Data Entry

K-1 Analyzer • K1- Analyzer Training ► FREE

ONESOURCE Calendar

• Introduction to Calendar

• Administration for Calendar

• Scheduling and Managing Calendar

• Adding Custom Records to Calendar

• Generating Reports in Calendar

• Importing for Calendar

• Retrieve and View Calendar Data

• Tips and Tricks for Calendar

• Roll Forward

ONESOURCE WorkFlow Manager

• Administration for ONESOURCE WorkFlow

• Introduction to ONESOURCE WorkFlow

• ONESOURCE WorkFlow Manager Gadgets

• WorkFlows and Tasks

• WorkFlows and WorkFlow Browser

• Rules-Based WorkFlows

ONESOURCE FileRoom• Introduction to FileRoom

• Administration for FileRoom

• Working with Documents in FileRoom

ONESOURCE DataFlow

• Introduction to ONESOURCE DataFlow ► FREE

• DataFlow Menu Overview ► FREE

• Introduction to FormsFlow Designer ► FREE

• FormsFlow Designer Reports & Template Creation

• Introduction to DataFlow Extraction ► FREE

• DataFlow Extraction – Linking Requests & Rollforward

• Preparing a FormsFlow Workbook

• Using FormsFlow Designer Reports

• Using ONESOURCE DataFlow

• ONESOURCE DataFlow Batch Administration

• Data Provider

ONESOURCE General Ledger Manager • End User Processes and Best Practices

SYNERGY 2020 recorded sessions

• Preparing State Returns in ONESOURCE Income Tax (including

State A&A and State TI)

• An Overview of the Federal and State E-File Process

• New Tax Return Import/Export (Data Connection) Import directly

into the Organizer

• Best Practices for Federal Consolidated Returns

• ONESOURCE Income Tax: Did You Know?

• State Combined/Consolidated Returns Best Practices

• Getting the Most from Common State Best Practices

12

ONESOURCE Income Tax – US

Continue →

ONESOURCE UNIVERSITY SUBSCRIPTION FOR INCOME TAX (Continued)

Course Titles

eLearning

SYNERGY 2020 recorded sessions

• Introduction to Processing 5471s in ONESOURCE Income Tax

International

• Processing GILTI through ONESOURCE Income Tax

• ONESOURCE Income Tax International Tips and Tricks

• Tracking E&P, Tax Pools and other advanced topics for Foreign

Entity Processing

• Foreign Tax Credit Entities and Form 1118 Processing

• Using ONESOURCE Workpapers

• Using Data Query for Reporting

• ONESOURCE User Administration Basics

• ONESOURCE Entities & Chart of Accounts

• Introduction to ONESOURCE Data Hub

• Managing Your Data Collection Process Using ONESOURCE

DataFlow

• The Next Generation of Data Collection in ONESOURCE DataFlow

• The Next Generation of ONESOURCE Calendar

• Tips and Tricks to Get the Most Out of ONESOURCE Calendar

• A Strategic Approach to Content Management Planning for

ONESOURCE WorkFlow Manager

13

ONESOURCE Income Tax – US

CERTIFICATION EXAMS

Product Title Duration

ONESOURCE Income TaxProfessional User Exam – Domestic 2 hours

Professional Administrator Exam – Domestic 2 hours

14

ONESOURCE DataFlow

INSTRUCTOR-LED COURSES

Availability

Workshop Dedicated

Course Title Duration Remote Regional Remote Onsite

Classic – Comprehensive Workshop 17 hours Yes n/a Yes Yes

Classic – Template Design (FormsFlow) Workshop 8.5 hours n/a n/a Yes n/a

Classic – Extraction Workshop 8.5 hours n/a n/a Yes n/a

End-User Workshop 17 hours n/a n/a Yes Yes

Upgrade Workshop 17 hours n/a n/a Yes Yes

Tailored Workshop (Build Your Own Agenda) Min. of 4 hours n/a n/a Yes n/a

ONESOURCE DataFlow Symposium 13.5 hours Yes Yes n/a n/a

ONESOURCE DataFlow Symposium Product Add-on: Basic Concepts Workshop 8.5 hours Yes Yes n/a n/a

ONESOURCE UNIVERSITY SUBSCRIPTION FOR DATAFLOW

ONESOURCE DataFlow eLearning courses are part of the ONESOURCE University Subscriptions for Tax Provision and Income Tax.

Course Titles

eLearning

ONESOURCE DataFlow Classic

• Introduction to ONESOURCE DataFlow ► FREE

• DataFlow Menu Overview ► FREE

• Introduction to FormsFlow Designer ► FREE

• FormsFlow Designer Reports & Template Creation

• Introduction to DataFlow Extraction ► FREE

• DataFlow Extraction – Linking Requests & Rollforward

• Preparing a FormsFlow Workbook

• Using FormsFlow Designer Reports

• Using ONESOURCE DataFlow

• ONESOURCE DataFlow Batch Administration

• Data Provider

CERTIFICATION EXAM

Product Title Duration

ONESOURCE DataFlow Classic Professional Administrator Exam 2 hours

15

ONESOURCE WorkFlow Manager

INSTRUCTOR-LED COURSES

Availability

Workshop Dedicated

Course Title Duration Remote Regional Remote Onsite

WorkFlow Manager Comprehensive Workshop 17 hours n/a n/a Yes Yes

WorkFlow Manager End-User Workshop 8.5 hours n/a n/a Yes n/a

Calendar Classic Demonstration 4 hours n/a n/a Yes n/a

Calendar Classic Comprehensive Workshop 8.5 hours n/a n/a Yes n/a

General Ledger Manager Workshop 4 hours n/a n/a Yes n/a

FileRoom Workshop 8.5 hours n/a n/a Yes n/a

Entity Manager Workshop 2 hours n/a n/a Yes n/a

ONESOURCE UNIVERSITY SUBSCRIPTION FOR WORKFLOW MANAGER

ONESOURCE WorkFlow Manager eLearning courses are part of the ONESOURCE University Subscriptions for Tax Provision and Income Tax.

Course Titles

eLearning

ONESOURCE Calendar

• Introduction to Calendar

• Administration for Calendar

• Scheduling and Managing Calendar

• Adding Custom Records to Calendar

• Generating Reports in Calendar

• Importing for Calendar

• Retrieve and View Calendar Data

• Tips and Tricks for Calendar

• Roll Forward

ONESOURCE WorkFlow Manager

• Administration for ONESOURCE WorkFlow

• Introduction to ONESOURCE WorkFlow

• ONESOURCE WorkFlow Manager Gadgets

• WorkFlows and Tasks

• WorkFlows and WorkFlow Browser

• Rules-Based WorkFlows

CERTIFICATION EXAMS

Coming soon.

16

ONESOURCE Corporate Tax – Europe

ONESOURCE UNIVERSITY SUBSCRIPTION FOR CORPORATE TAX – EUROPE

Course Titles

eLearning

ONESOURCE Corporate Tax Release 8 • Video Series ► FREE

ONESOURCE Corporate Tax • Advanced Taxpack (ATP) ► FREE • Introduction to Enterprise Edition ► FREE

ONESOURCE Corporate Tax – Next Generation • Next Gen Overview ► FREE • Transitioning from Legacy to Next Gen ► FREE

CERTIFICATION EXAM

Product Title Duration

ONESOURCE Corporate Tax Professional User Exam 2 hours

INSTRUCTOR-LED COURSES

Availability

Workshop Dedicated

Course Title Duration Remote Regional Remote Onsite

Introduction to Corporate Tax 8 hours Yes Yes Yes Yes

Advanced Corporate Tax 8 hours Yes Yes Yes Yes

Corporate Tax: Tax Accounting IFRS/FRS101 8 hours Yes Yes Yes Yes

Corporate Tax: Tax Accounting FRS102 8 hours n/a n/a Yes Yes

Corporate Tax: Partnership Module 8 hours n/a n/a Yes Yes

Introduction to Corporate Tax for Users (ONESOURCE Web Platform) – Germany 8 hours n/a n/a Yes Yes

Corporate Tax Administration (ONESOURCE Web Platform) – Germany 8 hours n/a n/a Yes Yes

17

ONESOURCE Statutory Reporting

CERTIFICATION EXAMS

Coming soon.

ONESOURCE UNIVERSITY SUBSCRIPTION FOR STATUTORY REPORTING

Course Titles

eLearning

ONESOURCE Statutory Reporting 2015 • Refresher Videos (2015 year-end) ► FREE

ONESOURCE Statutory Reporting 2020 • Next Generation Migration Users ► FREE • Next Generation for Administrators ► FREE

INSTRUCTOR-LED COURSES

Availability

Workshop Dedicated

Course Title Duration Remote Regional Remote Onsite

Statutory Reporting: Basic User, UK Template 8 hours Yes Yes Yes Yes

Statutory Reporting: Basic User, Global Template 8 hours n/a n/a Yes Yes

Statutory Reporting: Super User, UK Template 8 hours n/a n/a Yes Yes

Statutory Reporting: Super User, Global Template 8 hours n/a n/a Yes Yes

18

ONESOURCE Indirect Tax

ONESOURCE UNIVERSITY SUBSCRIPTION FOR INDIRECT TAX

Course Titles

WebSeminars

ONESOURCE Determination (Legacy UI)• Introduction to ONESOURCE Certificate Manager

• Introduction to ONESOURCE Reporting

• Introduction to ONESOURCE Data File Integrator

ONESOURCE Determination (New UI) • Introduction to ONESOURCE Certificate Manager • Introduction to ONESOURCE Data File Integrator

INSTRUCTOR-LED COURSES

Availability

Workshop Dedicated

Course Title Duration Remote Regional Remote Onsite

ONESOURCE Determination Legacy UI

Hands-on Introduction to ONESOURCE Determination 12 hours Yes n/a Yes Yes

Advanced ONESOURCE Determination Training 8 hours Yes n/a Yes n/a

ONESOURCE Determination New UI

Introduction to ONESOURCE Determination - Cloud (New UI) 12 hours Yes n/a Yes Yes

ONESOURCE Indirect Compliance – Sales & Use (US and Canada)

Hands on Introduction to ONESOURCE Indirect Compliance – U.S. and Canada 12 hours Yes n/a Yes Yes

Advanced ONESOURCE Indirect Compliance for Sales & Use Tax 8 hours Yes n/a Yes Yes

ONESOURCE Indirect Compliance – VAT

Hands on Introduction to ONESOURCE Indirect Compliance – VAT 4 hours n/a n/a Yes Yes

ERP Integration

ONESOURCE Determination Integration for SAP Global Next 8 hours Yes n/a Yes Yes

ONESOURCE Determination Integration for Oracle 12 8 hours No n/a Yes Yes

Continue →

19

ONESOURCE Indirect Tax

CERTIFICATION EXAMS

Product Title Duration

ONESOURCE Determination (Legacy UI)Professional User Certification Exam 2 hours

Expert User Certification Exam 2 hours

ONESOURCE Determination (New UI) Professional User Certification Exam 2 hours

ONESOURCE Indirect Compliance – VAT Professional User Certification Exam 2 hours

ERP Integration Integration for SAP Global Next – Professional User Certification Exam 2 hours

ONESOURCE UNIVERSITY SUBSCRIPTION FOR INDIRECT TAX (continued)

Course Titles

WebSeminars

ONESOURCE Indirect Compliance – Sales & Use • Introduction to Compliance Upgrade

ERP Integration• SAP Global Next Implementation Process

• SAP Global Next Plants Abroad

• SAP Ariba Implementation Process

eLearning

ONESOURCE Determination (Legacy UI)

• Solution Overview ► FREE

• Managing Exempt Customers

• Transaction Extract Reporting

• Reporting ► FREE

• Integration Principles ► FREE

ONESOURCE Determination (New UI)

• Solution Overview ► FREE

• Managing Exempt Customers

• Reporting ► FREE

• Integration Principles ► FREE

• Transaction Extract Reporting

• Product Mapping

• Tax Jurisdictions

• Certificate Manager ► FREE

• Conditional Mapping

• TransEditors

• Introduction to Reports and Analytics ► FREE

ONESOURCE Indirect Compliance – VAT

• Exploring Navigation Features of the Platform ► FREE

• Importing and Viewing Transaction Details

• Generating and Submitting Returns

• Running and Managing Reports ► FREE

• Using Workpapers

• Performing Administration Functions

SYNERGY 2020 recorded sessions

• Around the World with Global Indirect Tax Research and

Content

• Tips and Tricks Fees, Other Charges, Tax Credits and

Prepayments

• Tips and Tricks Credits and Suspensions CA e-File, and

Remote Sellers Support

• Indirect Tax and Global Compliance

• Introduction and Best Ways to Use ONESOURCE Indirect

Compliance for VAT & GST

• ONESOURCE Indirect Compliance for VAT & GST:

New Digital Tax Reporting and Market Trends

• New SAP US Global Tax Service Integrations for SAP

S/4HANA Any Premise and SAP S/4HANA Cloud

• Enhancements on Oracle ERP Cloud (Fusion)

Integration

20

ONESOURCE Property Tax

INSTRUCTOR-LED COURSES

No courses available.

CERTIFICATION EXAMS

Coming soon.

ONESOURCE UNIVERSITY SUBSCRIPTION FOR PROPERTY TAX

Course Titles

eLearning

ONESOURCE Property Tax

• Introduction to Property Tax ► FREE

• Asset Center – Assets ► FREE

• Administrative Processes ► FREE

• Tax Center – Assessments & Appeals ► FREE

• Tax Center – Payment Processing Options ► FREE

• Asset Center – Introduction & Account Setup ► FREE

• Asset Center – Returns ► FREE

• Tax Center – Parcels ► FREE

• Tax Center Tax Bills ► FREE

21

ONESOURCE Global Trade (Powered by Integration Point)

CERTIFICATION EXAMS

Coming soon.

ONESOURCE UNIVERSITY SUBSCRIPTION FOR GLOBAL TRADE

Course Titles

eLearning

Foreign Trade Management • Introduction and Overview of Foreign Trade Zones

• Maintenance Data

• PGA Management

• Download Transactions

• Validate Transactions

• 214 Assignment

• 3461 Estimate

• 7501 and 7512 Assignments

• FIFO and LOT Processing

• Daily Reporting – CBP Requirements

• FTZ Balance Reports Overview

• FTZ Reports

• FTZ Tools

Denied Party Screening • Introduction to Denied Party Screening

Global Classification • Introduction to Global Classification

Export Management • Introduction to Export Management

Import Management • Introduction to Import Management

Entry Verification • Introduction to Entry Verification

Free Trade Agreements • Introduction to Free Trade Agreements

Global Trade Visibility • Introduction to Global Trade Visibility

SYNERGY 2020 recorded sessions• Best Practices Using Import and Export Management and

Verification

• Global Classification and Smart HS Update

• New Connectors in GTM

INSTRUCTOR-LED COURSES

Availability

Workshop Dedicated

Course Title Duration Remote Regional Remote Onsite

Denied Party Screening Fundamentals 6 hours n/a n/a Yes n/a

Global Classification Fundamentals 6 hours n/a n/a Yes n/a

Advanced Global Classification 6 hours n/a n/a Yes n/a

Content Deep Dive I 8 hours n/a n/a Yes n/a

Content Deep Dive II 8 hours n/a n/a Yes n/a

QPWP Fundamentals 6 hours n/a n/a Yes n/a

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