Edit standard account mappings

Standard account mappings help you add accounts to a client's Chart of Accounts by linking tax codes to classification codes and subcodes.
Follow these steps to edit standard account mappings in the application.
  1. Go to
    Setup
    Firm Information
    Standard Account Mappings
    .
  2. Select an Account Classification grouping code/subcode select
    Edit
    .
  3. In Account Groupings, choose codes/subcodes for firm account groupings.
  4. In Tax Information, update tax codes for existing entities and select M-3 Tax Codes for 1120, 1120S, or 1065 entities.
  5. Select
    Enter
    to save changes.