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Chart of accounts

Tax codes not displaying

The tax codes might not show or they'll be blank when you do 1 or more of the following:
  • Go to the
    Tax Codes
     screen for a client.
  • Review a Tax code column at
    Actions
     then
    Enter Trial Balance
    .
  • Print the Tax Code Grouping Report.
You can do the following to resolve this issue:

Verify the application version

Select
Help
 then
About
 and note the number in the Version column in the grid. Compare this version number to the latest program version available.

Change your posting period

  1. Select
    Actions
     then
    Change Posting Period
     and select a period in the prior year.
  2. Select
    Actions
     then
    Change Posting Period
     again and change the posting period back to the current year.
  3. Select
    Setup
     then
    Tax Codes
     and verify the tax codes display.

Add prior years for the client

Do the following if you can't change the posting period to the prior year:
  1. Select
    Setup
    ,
    Clients
    , then the
    Accounting Information
     tab.
  2. Select
    Edit Dates
     then
    Add Prior Year
    .
  3. Select
    Enter
     to save your changes.
  4. Select
    Actions
     then
    Change Posting Period
     and select a period in the prior year.
  5. Select
    Actions
     then
    Change Posting Period
     again and change the posting period back to the current year.
  6. Select
    Setup
     then
    Tax Codes
     and verify the tax codes display.

Toggle the entity type

  1. Select
    Setup
    ,
    Clients
    , then the
    Accounting Information
     tab.
  2. Change the Entity type to a different selection.
  3. Select
    Enter
     to save your changes.
  4. Select
    Edit
     to modify the client and change the entity type back to the original selection.
  5. Select
    Setup
     then
    Tax Codes
     and verify the tax codes display.

This article applies to:

  • Product: Accounting CS
  • Subject: Chart of Accounts, Journal entries