Editing standard account mappings

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

In Accounting CS, standard account mappings enable you to add accounts to a client's Chart of Accounts more quickly by associating a tax code with a classification code and subcode combination. Use the following procedure to customize the existing firm-level standard account mappings.

  1. Choose Setup > Firm Information > Standard Account Mappings.

    Note: The Add and Delete buttons are unavailable (grayed out) in this screen. To add or delete codes and subcodes from an Account Classification account grouping, you must use the Setup > Firm Information > Firm Account Groupings screen.

  2. Select an Account Classification grouping code and/or subcode combination from the list and click the Edit button.
  3. In the Account Groupings section, select a code and/or subcode for any of the firm account groupings (if applicable).
  4. In the Tax Information section, you can map a different tax code to existing entities and select an associated M-3 Tax Code for 1120, 1120S, or 1065 entities.
  5. Click Enter to save any changes that you made.

Note: Use the Setup > Firm Information > Firm Tax Codes screen to add new custom tax codes, or add them on the fly from the Chart of Accounts screen. When you add tax codes on the fly from the Chart of Accounts screen, they are considered client-level codes.

Related topics

Standard Account Mappings screen

Setting up account groupings

Adding custom tax codes

Tax code assignments for GL accounts

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