thomson reuters corporates training...2020/09/02 · in our new and modern onesource university...
TRANSCRIPT
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
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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.
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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
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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.
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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
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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
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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
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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 →
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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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