Assigning codes to multiple accounts

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

Workpapers CS enables you to assign Account Classification, M-3 codes, Tax codes, or Units to multiple accounts at the same time in the Chart of Accounts or Actions > Enter Trial Balance screens.

When transferring data to a tax application, a unit can be used to designate the input screen location for multiple-unit entities. For example, if you are transferring utilities expenses for a farm to the UltraTax CS Farm input screen and the tax code for the first unit's utilities is 632 and the unit is 1, you would transfer the second unit's utilities with a tax code of 632 and unit of 2.
  1. From the Setup > Chart of Accounts or Actions > Enter Trial Balance screen, choose Edit > Edit Multiple Accounts.
  2. In the Edit Multiple Accounts dialog, select Assign Codes from the Information to edit field and then click Enter to open the Assign Codes dialog.
  3. By default, the Chart of Accounts and Enter Trial Balance grid includes only active accounts for the selected client, but you can mark the Include inactive checkbox to include all accounts.
  4. To assign the same value for the, Account Classification, M-3 code, Tax code, or Unit to all accounts in the grid, select the item to edit, enter the value to use, and click the Assign button.
  5. To assign different Account Classifications, M-3 Codes, Tax codes, or Units to each account, update items one at a time directly in the grid.
  6. Click Enter and then click Done to apply the edits to the selected accounts.

Notes

  • Only those accounts that are currently displayed in the Accounts grid are updated when you click the Assign button to apply an update. This is also true when a filter is applied via the Filter field at the top of the dialog.
  • You can filter the accounts that are displayed in the General Information dialog by using the filter at the top of the dialog. For information about filtering data in screens, see the Searching and filtering data procedure.
  • Only those accounts that are currently displayed in the Accounts grid are updated when you click the Assign button to apply an update. This is also true when a filter is applied via the Filter field at the top of the dialog.
  • When assigning codes in the Trial Balance screen, you may need to modify the trial balance view in the View Maintenance dialog to display the codes that have been added.

Related topics

Edit multiple accounts

Assign Codes dialog

Adding custom tax codes

Examples of tax code adjustment entries

Tax code assignments for GL accounts

Tax Codes screen or Firm Tax Codes

Share This