Assign Codes dialog

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Use the Assign Codes dialog to assign Account Classification, M-3 codes, Tax codes, or Units) to multiple accounts at the same time in the Chart of Accounts screen or the Enter Trial Balance screen.

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. Tax code units should not be assigned to tax codes 88888 or 99999.
  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 click Enter.

See also: Assigning tax codes to multiple accounts

Fields & buttons

Filter

You can filter the data that is displayed in the Assign Codes 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.

Identification

Choose one of the following items from the Information to edit drop-down lists to assign new values across all accounts listed in the Accounts grid. Click the Assign button to update all accounts listed in the Accounts grid.

  • Account Classification
  • M-3 code
  • Tax code
  • Unit

Accounts grid

Columns that are specific to the type of information that you are updating (Account Classification, M-3 code, Tax code, or Unit) are displayed in the Accounts grid.

Note: 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.

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