Trial Balance

Assign tax codes to an account in an Engagement Manager trial balance

You can assign tax codes, M-3 codes, and property codes to accounts in a trial balance.
  1. Select the
    Trial Balance
     tab in the engagement.
  2. Double-click the cell in the
    Tax Code
     or
    M-3 Tax Code
     column for the account you want to assign a code to.
    You can customize the trial balance view to add or remove columns.
  3. Select the Tax Code or M-3 Tax Code from the dropdown.
    If you choose code 88888, the account will appear on the Tax Code report. If you choose code 99999, the account won’t appear on the Tax Code report. Accounts coded with either code won’t be transferred to the various tax applications.

This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Trial balance