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Assign or correct tax codes for Creative Solutions Accounting clients

You can assign valid tax codes or correct invalid or blank tax codes that UltraTax CS found when trying to transfer data from Creative Solutions Accounting's Write-Up CS or Trial Balance CS modules.
To determine the correct tax codes, view or print the federal application's Tax Code Diagrams PDF.
  1. If you're assigning tax codes:
    1. Go to the
      Import from Creative Solutions Accounting
       window.
    2. Select the general ledger client in the
      Clients to transfer
       pane.
    3. Select
      Assign Tax Codes
      .
  2. If you're correcting tax codes: From the error message about invalid or blank tax codes, select
    Assign Tax Codes
    .
  3. In the
    Assign Creative Solutions Accounting Tax Codes
     window, go to the account for which you want to assign a tax code.
  4. Select the field in the Tax Code column and the tax code from the dropdown list.
  5. Repeat step 2 for all tax codes you want to assign.
  6. Select
    OK
    .

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual, 1120 Corporation
  • Subject: Integration
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