Chart of Accounts . . . Edit Tax Codes, or Edit Schedule M-3 Tax Codes

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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.

This dialog enables you to edit the tax codes used for the data-exchange interface from CSA to UltraTax CS or to GoSystem Tax RS, to associate the balances from specific general ledger accounts for tax reporting. This information enables UltraTax CS or GoSystem Tax RS to carry the general ledger balances to the proper lines on the appropriate tax forms.

When the Setup > Chart of Accounts window is active, choose Edit Tax Codes or Edit Schedule M-3 Tax Codes from the Edit menu or from the F3 or right-click context menu.

To add or update the tax code for one or more accounts that should share the same tax code: Double-click each account to move it to the right-hand (Selected) pane, choose the appropriate code from the drop-down list in the Tax Code field, and then click the Update Selected Accounts button.

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Related topics

Chart of Accounts [Setup menu]

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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