Lists the combining accounts already entered for this client.

• To add a new combining account, click the Add button.
• To edit an existing combining account, highlight it and then click the Edit button.
• To delete an existing combining account, highlight it and click the Delete button. You will be prompted to confirm the deletion. You will also be prompted to delete the corresponding Location and/or Department accounts.

When adding a combining account, enter an unused account number that only uses the core account positions specified (with C or A or # characters) in the Chart of Accounts mask.

• For new combining accounts: When adding a combining account, choose an account type from the drop-down list.

  A, Asset

  E, Expense

  L, Liability, Equity

  R, Revenue

• For existing combining accounts: Displays the account type assigned to the combining account highlighted in the list. To change the account type, click the Edit button.

• For new combining accounts: When adding a combining account, enter a description of the account.
• For existing combining accounts: Displays the account name assigned to the combining account highlighted in the list. To change the description, click the Edit button.

The tax code number is used to group the amounts for this account with other accounts for reporting on the appropriate line of the federal tax return.

• For new combining accounts: When adding a combining account, select the tax code from the drop-down list.
• For existing combining accounts: Displays the tax code assigned to the combining account highlighted in the list. To change the tax code, click the Edit button.