Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

1. Choose Setup > Chart of Accounts.
2. In the Chart of Accounts window, choose Tax Code Account Groupings from the Edit menu or from the F3 or right-click context menu.
3. In the Tax Code Account Groupings dialog, click the Add button to open a new record.

   Note: If no tax code account groups currently exist, the Tax Code Account Groupings dialog automatically opens in Add mode and you can click the Add button as specified above. However, if any groups already exist, the dialog opens in Edit mode. If this is the case, click the Cancel button and then the Add button to return to Add mode.

4. In the Description field, enter a short description of the new tax code account group, using up to 50 characters.
5. In the Tax Code field, enter the Tax Code number to be used for the new tax code account group, or select it from the drop-down list.
6. In the first Account # field in the Tax Code Account Groupings grid, enter the first account number in the range for inclusion in the new tax code account group, or select it from the drop-down list.
7. In the second Account # column, enter the last account number for inclusion in the tax code account group, or select it from the drop-down list.

   Note: If you are entering an individual tax code account number rather than a range, merely enter it into the first Account # field and leave the second Account # field empty.

8. Click the Enter button to save the record.
9. Click the Done button or the button to close the dialog.

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