Standard Account Mappings screen

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Use the Standard Account Mappings screen to set up firm account grouping and tax code combinations that will make the process of setting up a Chart of Accounts for a new client faster and easier. When you select a specific classification code and subcode for a new account in the Chart of Accounts screen, the application automatically assigns the tax code and other grouping information specified in this screen.

Any information that you enter or change in this screen applies only to clients added after you save this information. The changes will not affect existing clients.

Choose Setup > Firm Information > Standard Account Mappings.


  • The Add and Delete buttons are unavailable (grayed out) in this screen. To add or delete codes and subcodes from the Account Classification account grouping you must use the Setup > Firm Information > Firm Account Groupings screen.
  • If you are setting up a segmented Chart of Accounts and you are adding a new account for which the core account already exists, the application will use the assignments from the core account rather than the standard account mapping.
  • Use the Setup > Firm Information > Firm Tax Codes screen to add new custom tax codes, or add them on the fly from the Chart of Accounts screen.

Fields & buttons

The Standard Account Mappings list frame lists all possible Classification code and subcode combinations available for the firm.

Displays the account classification code and subcode selected in the list frame. You cannot edit the information in these fields.

This grid includes all groupings that were set up in the Setup > Account Groupings screen that are not the default Account Classification group. Select the code and subcode (if applicable) for each account grouping. When you are setting up a new account in the Setup > Chart of Accounts screen, these assignments are transferred to the Account Groupings section.

The Tax Codes table includes a row for each available entity type. Select the tax code for each entity. The drop-down lists include standard tax codes from the latest year available, as well as any custom tax codes added at the global level in the Setup > Firm Information > Tax Codes screen.

Note: The M-3 Tax Code column is available for only revenue or expense account classifications (Income, Cost of Sales, Operating Expenses, Other Income, Other Expenses, Interest Expense, and Provision for Income Taxes. For those account classifications, the drop-down list in the M-3 Tax Code column is available for only 1120, 1120S, and 1065 entities.

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