UltraTax CS and Creative Solutions Accounting Integration: Stopping Certain Accounts from Integrating

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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Resolution

Assign the tax code of 88888 or 99999 to each account that you do not want transferred to UltraTax CS.

Note: If the account is coded 88888, the account will print on the Tax Code Report in CSA. If the account is coded 99999, the account will not print on the Tax Code Report.

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