Enter data in the Tax Accounting System (TAS)

Entering data in TAS involves entering preliminary book balances and then posting various adjustments to arrive at tax balances and calculated amounts.
TAS workflow
TAS workflow
  1. Have you entered prior period ending balances?
    1. If no, open the
      prior period
      binder.
    2. If yes, open the
      current period
      binder.
  2. Select
    Tax Accounting System
    .
  3. Select
    Balances
    and enter account and preliminary balances.
  4. Select
    Adjustments
    .
  5. If working in the prior period, review prior period workpapers. If working in the current period, analyze accounts as your final step in this process.
  6. Close prior period binder and begin again with step 1.

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