Tax Reconciliation Report

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Tax Reconciliation Report lists information from the Summary tab and detailed amounts from the other tabs in the Tax Reconciliation window. This report is only available for an unconsolidated client with one of the following entity types.

Open the File > Print Reports dialog by using one of the following methods: (1) clicking the Print button on the toolbar, (2) clicking the Print Reports icon on the shortcut bar, (3) choosing Print Reports from the File menu, or (4) pressing the CTRL+P shortcut keys. On the Reports tab in the Print dialog, double-click Tax Reconciliation to move this report to the Selected pane. With Tax Reconciliation still highlighted, click the Options button to open the print options dialog for this report.

Note: The Tax Reconciliation Report is based on data for the last period of the current year that the client is in.


The following example of the Tax Reconciliation Report includes a detailed view for a Trial Balance CS client with the 1120 entity type selected.

Note: The Tax AJE's not included in Tax Rec amount is the sum of the net income effect of the adjusting journal entries that are included in the tax balance definition but were not created in the tax reconciliation. It could include the sum of any combination of the follwing adjusting journal entry types: Tax Adjustment, Reclassifying, Potential, and/or Other.

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 unselect 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).

General tab

Font tab


Page Layout tab

Page Layout and Page Orientation

Related topics

Trial Balance CS reports

Tax reconciliation

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