Tax code assignments for GL accounts

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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.

The tax code assignments that you make in Workpapers CS for specific general ledger accounts enable your tax application (UltraTax CS) to carry account balances to the proper lines on the appropriate tax forms.

PDF guides for tax code assignments

The following PDFs are provided to guide users who will transfer client account balances to UltraTax CS. You can view these guides using Adobe Reader, which enables you to search on keywords and to print individual pages, sections, or entire guides.

Note: If you have difficulty opening a PDF guide, you might need to download and install the latest version of Adobe Reader from the Download page of the Adobe website

Related topics

Tax codes or Firm tax codes

Standard account mappings

Adding custom tax codes

Entering tax code adjustments

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