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The following workflow follows the path of the client's account balances in the application from import or manual entry, calculation of adjusting entries in the Trial Balance screen, entry of tax code adjustments, preparation of client data for transfer to UltraTax CS, closing the year or advancing and closing the period, and scanning and storing client data. Also, you can create an audit-based engagement that enables you to link to the trial balance when you are working in the field.
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