Create a transfer mapping chart

This chart maps the income inclusion items to the income statement accounts which you previously marked for international transfer.
  1. Select
    Charts
    ,
    International
    , and then
    8865 K-1 Transfer Mapping
    .
  2. Enter a name for the new chart.
  3. Verify the appropriate year's selected and select the Federal Chart of Accounts and Tax Adjustment Chart.
  4. Select
    Save
    , and then
    OK
    .
  5. Select
    Close
    .
  6. Open the new transfer mapping chart to edit.
  7. Select each income inclusion item and drag it to the appropriate income statement account.
  8. We recommend you have specific accounts in the federal chart for each type of inclusion even though you can map multiple income inclusion items to the same account in one or more tax adjustments. Don't use them for any other purpose or have opening balances.
  9. Select
    Save
    and then
    Close
    .
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