Tax Export Diagnostics report (Trial Balance CS)

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

When creating a tax export file for Lacerte or for ProSystem fx, a diagnostic report dialog opens automatically during the tax export procedure and lists the following information about the newly created tax export file. There are three sections in the Tax Export Diagnostics report:

Note: The tax export file for Lacerte and ProSystem fx does not include retained earnings. Retained earnings are calculated by the tax software, or you can enter the appropriate information manually.

See also: Lacerte Tax Export [Utilities menu]; ProSystem fx Tax Export [Utilities menu]

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