Chart of Accounts . . . Tax Code Account Groupings

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the Tax Code Account Groupings dialog to set up tax code account groups at the client level. These groupings can be used to provide summary information in tax code reports rather than the default detail account information. More important, when the client is imported into UltraTax CS or GoSystem Tax RS, these tax code account groupings provide summary information on subschedules instead of the standard line-by-line account detail.

Choose Setup > Tax Code Account Groupings - or, when the Setup > Chart of Accounts window is active, choose Tax Code Account Groupings from the Edit menu or from the F3 or right-click context menu.

Note: Tax code groupings override tax codes assigned to individual accounts.

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Related topics

Creating a tax code account grouping

Renaming a tax code account grouping

Integrating data from CSA with UltraTax CS

Tax Code Listing for Chart of Accounts Setup (PDF)

Tax Code Diagrams for Chart of Accounts Setup (PDF)

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