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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

When creating a tax export file for Lacerte or for ProSystem fx, a diagnostic report dialog opens automatically during the tax export procedure and lists the following information about the newly created tax export file. There are three sections in the Tax Export Diagnostics report:

• Accounts with no tax codes. No tax code has been assigned to these accounts in the Setup > Chart of Accounts window.
• Accounts with non-standard tax codes. Invalid CSA tax codes have been assigned to these accounts (denoted by a red bar next to the Tax Code field in the Setup > Chart of Accounts window).
• Accounts with tax codes not supported by the tax software (Lacerte or ProSystem fx). The tax vendor does not have a corresponding tax code that matches the selected CSA code.

See also: Lacerte Tax Export [Utilities menu]; ProSystem fx Tax Export [Utilities menu]

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