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Quick Links

Core Platforms

Tax Adjustments OneSource

CCM Sightline

Tax Source Microsoft Copilot

Network Access Required

The links above will only work while connected to the office network or VPN.

Accessing Tax Adjustments

Access to TA is integrated through CCM and Sightline. When creating a new engagement in CCM, enable the "Create an integrated Sightline site right now?" toggle (off by default). Once provisioned, the client will be accessible in TA.

Sightline Integration Toggle

Note

The Sightline integration toggle is off by default. If you skip this step, the client won't appear in Tax Adjustments.

Need Help?

Questions, concerns, or need further assistance? Please reach out to Michael Nguyen. (michael.z.nguyen@pwc.com).