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User guide

Engagement Manager integration with tax applications

Engagement Manager integrates with a number of tax applications. You can select the tax vendor on the General tab of the Engagement Properties window.

Tax codes and tax subcodes

  • Tax subcodes - Engagement Manager includes a number of pre-defined tax codes, but you can set up tax subcodes specifically for your firm to combine accounts within your tax software, especially in the Other deductions area.
    Tax codes and subcodes are set up in the
    Engagement Manager Setup
    ,
    Groupings
    ,
    Tax Codes
     area. In addition, the account classification subcode will map the account to the correct tax code. However, if you want to change the tax codes and/or subcodes, you can import with Microsoft Excel into the trial balance, which would include those columns. Or, you can change the tax codes and/or subcodes directly in the Engagement Manager Trial Balance tab by adding those columns to your view.
    Be sure to define the tax subcodes in the
    Setup
    ,
    Groupings
    ,
    Tax Codes
     screen prior to importing from Microsoft Excel to avoid "Created by import" descriptions.
  • Generate a tax code report - You can generate a tax code report to view balances associate with the tax codes and subcodes.

Tax integrations

Engagement Manager integrates with the following tax applications.
  • UltraTax CS - You must complete steps in both Engagement Manager and UltraTax CS for integration to take place.
  • GoSystem Tax - When integrating with GoSystem Tax, the requirement for tax subcodes is that they must be 3 digits.
  • ProSystem fx Tax - You must export and import data to integrate this application with Engagement Manager.
  • Lacerte Tax - You must export and import data to integrate this application with Engagement Manager.

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