Remizen + Thomson Reuters ONESOURCE Integration
Surface relevant spending documentation for tax professionals while leaving tax calculations and filings to established ONESOURCE processes.
This describes a possible workflow, not an active or official connection.
Connect Remizen with Thomson Reuters ONESOURCE
Thomson Reuters ONESOURCE is used for tax determination and reporting. Consider how expense evidence could be organized for ONESOURCE tax reviews. Any connection would need to be designed, validated, and made available before teams could use it.
Expense management with Thomson Reuters ONESOURCE
For organizations that use Thomson Reuters ONESOURCE, a potential workflow could focus on retaining the tax context needed when reviewing business expenses. The right approach depends on the records available, your internal policies, and how your team reviews spending today.
How it works
- Scope a proposed Thomson Reuters ONESOURCE use case with the people who review spending: Organize supporting spend records for tax review.
- Plan how to keep approval evidence available to tax teams using the relevant jurisdictions, tax treatment, document retention, and reporting periods, and decide who would own each handoff.
- Before implementation, validate the proposed process to separate transaction screening from tax determination against your approval policies.
Workflows
- Organize supporting spend records for tax review
- Keep approval evidence available to tax teams
- Separate transaction screening from tax determination
Data and workflow considerations
- Review jurisdictions, tax treatment, document retention, and reporting periods before defining a Thomson Reuters ONESOURCE workflow.
- Determine whether Thomson Reuters ONESOURCE data needed for retaining the tax context needed when reviewing business expenses may be shared, and how long it should be retained.
- Test exceptions and manual review paths before relying on any proposed connection.