Webinars

Preparing OTP for Year-end (Part 1)

In this half-hour webcast, you will see a demonstration of the following:

  • Rolling over with scrunch functionality
  • Updating state rates and analyzing impact
  • Calculating and entering the state provision to return true up
  • Evaluating trial balances/bridge mappings for new accounts

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29:57

MS Excel Tips & Tricks

In this half-hour webcast, you will see a demonstration of the following:

  • How to build and troubleshoot VLOOKUP/HLOOKUP formulas
  • Building logical SUMIF Formulas
  • Using Logical Operators (IF/AND/OR Formulas) to get the desired output

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32:51

ONESOURCE Tips & Tricks: Return to Provision

In this half-hour webcast, you will see a demonstration of the following:

  • OIT to OTP mapping and integration
  • OTP Return to Provision automation (beneficial even if you don’t use OIT)
  • Proving out the calculation and results

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27:22

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