Assigning tax codes from within a trial balance

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  1. Click the Trial Balance tab.
  2. In the Tax Code column, double-click the row for the account to which you want to assign a tax code. If necessary, Add the Tax Code column to the view to see this information. See Customizing the trial balance view for information on how to add or remove columns in your trial balance views.
  3. Choose Tax Code or M-3 Tax Code from the drop-down list at the top of the Assign Tax Code dialog.
  4. Select the desired tax code in the Tax Code list.


    • You can narrow the Tax Code list by choosing a filter option from the drop-down list in the upper-right side of the dialog and entering the desired tax code.
    • If you choose code 88888, the account will appear on the Tax Code report. If you choose code 99999, the account will not appear on the Tax Code report. Accounts coded with either code will not be transferred to the various tax applications.
  5. Click OK to close the Assign Tax Code dialog.

Related topic: Managing trial balance data

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