Tax codes do not display

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The tax codes may appear to be missing or blank when you are in one or more of the following areas of the application.

  • Access the Setup > Tax Codes screen for a client, 
  • Review a Tax code column in Actions > Enter Trial Balance
  • Print the Tax Code Grouping Report

Use the following steps to resolve this issue.

Verify application version

Choose Help > About and note the number in the Version column in the grid. Compare this version number to the latest program version available.

Change the posting period

  1. Choose Actions > Change Posting Period and select a period in the prior year.
  2. Choose Actions > Change Posting Period again and change the posting period back to the current year.
  3. Choose Setup > Tax Codes and verify the tax codes display.

Add prior years for the client

If you are unable to change the posting period to the prior year, use the following steps.

  1. Choose Setup > Clients and click the Accounting Information tab.
  2. Click the Edit Dates button, and then click the Add Prior Year button.
  3. Click Enter to save your changes.
  4. Choose Actions > Change Posting Period and select a period in the prior year.
  5. Choose Actions > Change Posting Period again and change the posting period back to the current year.
  6. Choose Setup > Tax Codes and verify the tax codes display.

Toggle the entity type

  1. Choose Setup > Clients and click the Accounting Information tab.
  2. Change the Entity type to a different selection.
  3. Click Enter to save your changes.
  4. Click Edit to modify the client and change the entity type back to the original selection.
  5. Choose Setup > Tax Codes and verify the tax codes display.

Tax code years are available for 2009 and higher. Tax code assignments can be made in your CS Professional Suite® software to associate the balances from specific general ledger accounts for tax reporting, as follows:

Account balances from: Transfer to:

Accounting CS™ (v.2010.1.0 or higher)

UltraTax CS® (v.09.5 or higher)

GoSystem® Tax RS

Lacerte®

ProSystem fx®

ProSeries®

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