Community Support

How do I register for Community?

If you’re a ONESOURCE user, click here to learn how you can register for and use Community directly through the ONESOURCE Portal.

If you’re a Checkpoint user, click here to learn how you use Community directly through Checkpoint.

If you’ll be using Community through the Thomson Reuters website, please visit this site and click on the Request Membership button.

How do I use OnePass with Community?

OnePass is an online tool that gives customers single sign on access to multiple resources like Community, eStore, email preferences, and more.

Yes, a OnePass account is required to access Community as of April 25, 2014.

If you have a OnePass account:

1. Click “Sign In” and enter your OnePass username and password.
2. Click “Sign In” to log into your OnePass Account.
3. On the Community Registration Page, enter your Company Name and Community password, click “I agree”, and then click “Create Your Community Login”.

If you do not have a OnePass account:

1. Click “Sign Up” and enter ‘Email Address’
2. Click ‘Continue’, fill out the account creation form, and click ‘Create Profile.’
3. Click “Continue” Login to your OnePass account, click “I agree.”
4. Click “Create Community Login”

If you have a OnePass account:

1. Click on your registration link
2. If you are not signed into your OnePass account, click “Sign In” at the top of the registration page.
3. If you are signed into your OnePass account, you’ll see the Community registration
4. Create Community account

If you do not have a OnePass account:

1. Click on your registration link
2. Click “Sign Up” and enter ‘Email Address’,
3. Click ‘Continue’, fill out the account creation form, and click ‘Create Profile.’
4. Click ‘Continue’
5. Login to your new OnePass account
6. Enter your Company name, your Community password, click ‘I agree.’
7. Click ‘Create Community Login’

If your Community registration email address is different than your OnePass email address, please contact the Community Manager at tax-community.admin@thomsonreuters.com

How do I use ONESOURCE with Community?

ONESOURCE is a comprehensive online platform that provides access to multiple tools for tax compliance. Click here for more information about ONESOURCE.

Login to ONESOURCE and select Community from the Applications menu. To link your Community and ONESOURCE accounts, complete the registration page by filling out the fields, checking the box to agree to the terms and conditions, and clicking Create Community Account.

Login to ONESOURCE and select Community from the Applications menu. To link your Community and ONESOURCE accounts, complete the registration page with your existing password and click Create Community Account.

After linking your Community and ONESOURCE accounts, Community will appear in ONESOURCE as a page like your other applications.

Please review the additional FAQ content on this page for helpful information to get the most from your Community experience. Suggested topics are notification settings, following subjects, creating posts, and creating comments.

Some people experience an issue with Internet Explorer’s Compatibility View in ONESOURCE when linking their accounts. Since there are several applications in ONESOURCE that require Compatibility View, you can resolve this issue by temporarily removing onesourcelogin.com from your Compatibility View Settings while you complete your Community registration.
To remove onesourcelogin.com from Compatibility View Settings:

1. Click on the Tools menu in Internet Explorer and select Compatibility View Settings
2. Click once on onesourcelogin.com to highlight it and click the Remove button
3. Click Close and complete your Community registration

After completing your Community registration, add onesourcelogin.com back to Compatibility View Settings by clicking on the Tools menu in Internet Explorer and clicking Compatibility View.

How do I access the community from Checkpoint?

To register for Community through Checkpoint:

1. Click the Community tab.
2. Read and accept the Community Terms of Use
3. Click Create Community Login.
4. Fill out the fields to create your Community account.
5. Click Create Community Login.
6. Re-enter your email address and community password to connect your community account with your Checkpoint subscription.

If you are accessing the community from Checkpoint after setting up your account from the Community website:

1. Log into Checkpoint and go to the Community tab. If you have already created an account on the website, please do not try to create another one here.
2. Click Options in the top menu bar in Checkpoint
3. Click Single sign on from the left menu
4. Click Establish for Community application
5. Enter your email address and password that you used to create the community account when prompted.
6. Click Sign in.

You may establish single sign on for the community through Checkpoint by clicking Options at the top of the Checkpoint screen, selecting Single Sign On, then clicking establish next to Community.

What is the Ideas App

The Ideas App, located in Apps on the left side menu, is a part of Community designed for you to provide feedback about Thomson Reuters products and services.

The Ideas App is being rolled out to products over the next few months. If you don’t see the Ideas App in Community just yet, you’ll see it soon!

Idea Title – Click on Idea Title and create a title for your idea. Make sure your title is clear and concise.

Description – Click on the Description field to add details about your idea. Use this space to describe how you think a product can be improved or how a process can be changed to be more efficient.

Share With – Type the name of the subject that matches the product or service your idea is about. See the image below for an example. A link to your idea will be posted in that subject so more people can vote and comment on it.

Add Contributors– If other Community members helped create this idea, add them here.

You can attach a file or link to your idea if you have images, websites, or files that support your idea. To post your idea, click Create Idea

To vote on an idea that you like, click the green Vote button to the left of the idea as shown in the image below. Voting on an idea shows the idea creator and Thomson Reuters that you think it’s a good idea. It means more than clicking like!

To comment on an Idea, just click “Write your comment here” and ask a question about the idea or add your feedback to it.

You can see that an idea has been created in a subject, but you’ll have to click on View Idea to see the full idea in the Ideas App so you can read the description, vote, and comment on it.

How do I reset my password?

1. At the sign in screen, click “Forgot your username or password?”
2. Enter the email address that you registered with.
3. Check your email for a link to reset your password.

I received an error that said the Page Expired and it is no longer available

This error occurs when your browser is set to not accept 3rd party cookies. You can resolve this error for your browser by following the steps below.

1. Click on the Tools menu and select Internet Options. (If you’re using IE 7 or 8, select Options, then Internet Options.)
2. Click on the Privacy tab then click the Advanced button
3. Check the Override Automatic cookie handling option and ensure “Accept” under Third-Party cookies is marked.
4. Check Always allow session cookies.
5. Click OK to save your preferences

1. Click the Chrome Menu icon in the upper right hand corner of the browser and select Settings
2. Click Show advance settings (near the bottom of the page)
3. Click the Content settings button
4. Ensure “Allow local data to be set” is selected
5. Click done to save your preferences

1. Click the Firefox button and select Options
2. Select Privacy
3. Set Firefox will to: Use custom settings for history
4. Check Accept cookies from sites and choose Always under Accept third-party cookies
5. Click OK to save your preferences

1. Open the Safari menu and select Preferences
2. Select Privacy and ensure Never is selected under Block cookies

How do I update my profile?

Click on View My Profile located under your name and photo in the upper left hand corner of Community then click Edit.

OR

Click the down arrow next to your name in the upper left of Community and select Edit Profile.

How do I post a comment?

To comment on another user’s post, enter your comment in the Add a Comment field below their post text. After clicking in the Add a Comment field, you may also attach a file or link to your comment.

How do I create a new post?

You can add a post from the “What’s going on?” field in various locations throughout the Community. Usually you will want to add a post to a subject or from your own activity stream. To add a post:

1. Click in the “What’s going on?” field. The post section will expand to display different options for creating a post:
   

   When creating a post you have an option to select a type of post:

   • Post — A plain-text post with a file or hyperlink attached
   • Poll — A community poll for other users to respond to. Add your selection options and an ending day and time for the poll.
   • Event — A special event or reminder for other Community users
2. Click Post to save and confirm your post.

How do I delete my post?

To delete your post, click More below the post, click Manage and select Delete from the drop down box. Click Yes in the dialogue box that says “Are you sure you want to delete this post?”

How do I edit my post?

You cannot edit a post that has already been posted. However, you can delete the post (by clicking More and the Delete) and rewriting the new post. To avoid re-typing the entire message, you can copy the original post before deleting.

I want to be notified when new posts are made. How can I set notifications from the community? How can I set my email preferences?

1. Click on your name in the upper left-hand corner of the screen.
2. Click Set Up Alerts.
3. Click Please choose an address and select your email address or add a new email address.
4. For notification when someone tags you in a post, click on Real time and select the frequency you prefer. If you would like real-time notifications, you do not have to take any action.
5. To receive notifications when specific people post or when posts are made in specific subjects, click on Choose a frequency and select your desired frequency then place a check mark in the box next to a person or subject you’d like to receive updates from.

How do I find old posts?

1. Enter your search term in the Search box.
2. Click Search (magnifying glass).
3. All the posts containing and/or related to the search term will be displayed.

If you know the subject the old posts were submitted to:

1. Select the subject the old posts were posted to.
2. Scroll down to locate the posts you were looking for.

How can I share posts with others?

For existing posts:

1. Click More below the post.
2. Select Share Post.
3. Type in community members or community subjects you want to share the post with.
4. Click Share.
5. If the existing post is a private post authored by other peers, please ask for permission before sharing the post to a public subject.

For creating new posts, refer to How do I create a new post?.

How do I change my profile picture?

1. Click you name in the upper left and select Upload Photo.
2. Either drag and drop an image or click the Choose File button to select a new image.
3. Click Save.

What are Starred Posts? How do I Star a post?

Starred Posts are posts that you find helpful and want to keep. It is a shortcut for your favorite documents, discussions, etc.

To add a post to your Starred Posts collection:

1. Move your mouse to the upper right hand corner of a post. A star icon will appear in the right corner.
2. Click the star.
3. You will see a star displayed next to the post, indicating that the post has been saved as a starred post.
4. To un-star a post, click the star displayed next to the post and the star will disappear indicating that the post has been removed from the Starred Posts list.

How do “search filters” work?

“Search filters” are customized tools that help collect content that matters to you the most. Use “search filters” to return a filtered set of posts based on a set of keywords that you define.

To create a search filter:

1. Click My Filters in the left side menu.
2. Click Manage Filters then Add New Filters.
3. Enter the Filter Name (e.g. ‘Health Care’)
4. Add Keywords one at a time (e.g. ‘Health Care,’ ‘healthcare,’ etc.). To make the most of this feature, add all relevant synonyms and related terms that another may use to describe the keyword you are interested in.
5. Select Show more filter options for more customization such as adding People and Subjects you want to include and exclude in your filter.
6. Click Save Filter. When you click this saved filter in the left navigation bar, you will see all the posts that use one or more of the keywords from your list. This is a great way to access information you are most interested in from across the community.
7. To edit search filters, click My Filters the Manage Filters. Click on the filter you’d like to edit.

How do I share files/links on the Community?

Sharing Files:

1. Select the What’s Going On message box.
2. Enter a summary of the file you want to share.
3. Click Choose Files to upload a document.
4. Click Post.

You may also share files, links and videos by clicking on Files in the left side menu.

1. Click Files.
2. Click Upload File.
3. Enter a summary of the file you want to share.
4. Enter the name of the person or the subject you want to share this file with in Post To:.
5. Drag and drop your file into the box or click Browse to Choose Files.
6. Click Post.

Sharing Links:

1. Select the “What’s going on?’ message box
2. Enter a summary of the link you want to share.
3. Click Link in the bottom left corner.
4. Enter the link and the title you would like to appear on the post.
5. Click Preview if you would like a preview of the link.
6. Click Post.

Sharing Videos:

1. Click in the “What’s going on?” field. The post section will expand to display different options for creating a post.
2. Enter a summary of the video you want to share.
3. Paste the link to the video below the summary.
4. Click Post.

What is Shared from the Web? How do I use it?

Share From The Web allows you to share news and articles from an external website directly to the Community while you are browsing outside of the community space. Once you have the “Share from the Web” feature setup, sharing with your community peers on the Web would be effortless.

To activate Share from the Web:

If you are using Internet Explorer:

1. Right click on the Share from the Web button on the right pane of the All Activity page and select Add to Favorites.
2. Choose to save on the Internet Explorer Favorites Bar.
3. When you read an article or come across a website you would like to share in the community, click “Share from the Web” on the browser Favorites Bar.
4. A window will appear which allows you to comment on the article/website and share with people or subjects in the community. After you fill in the information, click Post and this new post will appear in the designated space(s).

If you are using Google Chrome:

1. Click and drag Share from the Web button from the right pan of the All Activity page to the Chrome bookmarks bar.
2. Choose to save it in the Bookmarks Toolbar folder.
3. When you read an article or come across a website you would like to share in the community, click “Share from the Web” on the browser Favorites Bar.
4. A window will appear which allows you to comment on the article/website, share with people or subjects in the community. After you fill in the information, click Post and this new post will appear in the designated space(s).

If you are using Mozilla Firefox:

1. Right click on the Share from the Web button on the right pane of the All Activity page and select Bookmark this link.
2. Choose to save it in the Bookmarks Toolbar folder.
3. When you read an article or come across a website you would like to share in the community, click “Share from the Web” saved on the Favorites Bar.
4. A window will appear which allows you to comment on the article/website, share with people or subjects in the community. After you fill in the information, click Post and this new post will appear in the designated space(s).

How can I find peers/colleagues in the directory?

1. Click People in the left-side menu.
2. On the People screen, search for a user by entering their name in the search field or browsing alphabetically via the index.
3. Click the My Connections tab to view the Community users that you are following and the users who are following you.

Note: You can also find people via the search box at the top of the Community interface. You can search for people by name or by skills, interest areas, company name, etc. If the person you are searching for has updated their profile with these details, they will be picked up in the search results.

How do I see who I’m following and who is following me?

1. Click People on the left side menu.
2. On the People screen, select My Connections.
3. You have the option to search following/followers, view profiles or follow/unfollow other members from this page.

How do I send a private message?

1. Create a new post and enter you message text in the What’s going on? field.
2. Enter the recipient’s name in the Post To field. You will see suggested names from the directory once you start typing the first few characters of their first name.
3. Select Private Post from the option next to the Post button.
4. Click Post to send the message.

What if I post something publically that I wanted to keep private?

You cannot change a post from public to private. Delete the public post and repost the content as a private post.

How do I follow or unfollow a subject?

1. Click on Subjects in the left side menu to open the Subject Directory
2. Use your mouse cursor to hover over the subject name and click on follow or unfollow in the box that pops up.
   OR
3. Click on the name of the subject you’d like to follow and click follow in the upper left of the screen.

How do I see what subjects I am following?

1. Click Subjects on the left sidebar menu.
2. On the Subjects screen, click the My Subjects tab. All of the subjects you are following will be displayed in this list.

You can also see the subjects you’re following by viewing your profile and clicking the Following tab.

Can I create my own subject?

All community members may create private subjects. These subjects will not be visible to other community members until you invite them to follow your subject.

1. Click Subjects in the left side menu.
2. Click the Add a Subject button at the top right of the subjects screen.
3. Fill in information about your subject.
4. Click Create a Subject.
5. Invite other community members to your subject by clicking on Action in the upper left of the subject and selecting Invite People.

What is the difference between Name and Display Name when I create subjects?

Name is the subjects name stored within the community system; other community members will not see this name. Display Name is how the subject name appears to the members in the community.

How do I edit or delete a subject I created?

1. Click Subjects in the left side menu.
2. Click My Subjects.
3. Select the Options menu icon next to your subject name.
4. Click Edit Subject Details to change the details of your subject (such as name and description). Click Delete to remove the subject from the community.