Schedule M-3 tax code assignment

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

For Write-Up CS or Trial Balance CS clients who are Schedule M-3 filers, the Schedule M-3 codes recorded in the Chart of Accounts > Edit Schedule M-3 Tax Codes cause the (adjusted) book amount to flow to Column A of Schedule M-3 regardless which basis is selected when importing amounts into UltraTax CS or GoSystem Audit.

Note: The Schedule M-3 tax codes are distinct from the regular tax code.

For Trial Balance CS clients only

Related topics

Chart of Accounts [Setup menu]

Chart of Accounts > Options

Chart of Accounts > Edit Schedule M-3 Tax Codes

Adjusting Journal Entries [Tasks menu]

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