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.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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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