Tax Code Report

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Use the Tax Code Report to print a listing of the amounts that are carried to the client's tax return in UltraTax CS or GoSystem Tax RS. The amounts are listed by account number, and they are grouped in order by tax code.

/_images/acct_pr/csa/prnrpt.gif Open the File > Print dialog using any of the following methods.

On the Reports tab in the Print dialog, double-click Tax Code Report to move this report to the Selected pane. With Tax Code Report still highlighted, click the Options button to open the print options dialog for this report.

See also: Write-Up CS reports

Special information

Tax Code numbers are used in the CSA to UltraTax CS data-exchange interface to associate the balances from specific general ledger accounts for tax reporting. It allows UltraTax CS to carry the general ledger balances to the proper lines on the appropriate tax forms. The options that are available in the drop-down list for the Tax Code field in the Setup > Chart of Accounts dialog are based on the client's entity type, as selected on the General Ledger tab of either the File > Client Properties dialog or the File > New Client dialog.

For Write-Up CS users transitioning from WS2

In Write-Up CS, the Tax Code number functions in place of the Tax Line Grouping number (TLGs) entered in The Write-Up Solution II (DOS). You do not need to update the Tax Code number in response to tax forms changes because the UltraTax CS program handles that automatically.

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Print options

Print options for a report may be saved as part of a report profile. Otherwise, print options automatically revert to their default settings when you deselect a report for printing or exit the Print dialog (unless the Save report options checkbox is marked in the Print tab of the Setup > User Preferences dialog).

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