Importing tax subcodes

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To facilitate the tax code setup process at the beginning of each year, you can import or copy tax subcodes for the same engagement from previous years.

If you have administrative permissions, you can follow these steps to import tax subcodes for the specified engagement.

  1. Click the Administration button in the navigation pane and then click the Tax Codes button.
  2. Click the appropriate tab for your tax vendor.
  3. Click the Import button in the ribbon.
  4. Click the Import File field, navigate to a prepared tax subcode spreadsheet, and click Open.
  5. Choose the appropriate Duplicates option.
    • Import first subcode: If duplicate subcodes exist, the first subcode is imported.
    • Import last subcode: If duplicate subcodes exist, the last subcode is imported.
    • Display as errors: If duplicate subcodes exist, a validation message provides the option to renumber the duplicate subcode or to exclude the duplicate subcode from the imported file.
  6. Configure the column information by designating the tax code, tax subcode, and description for the corresponding columns in the spreadsheet that you're importing and click Next.
  7. Fix any validation errors as described in the Data to Import screen.
  8. Click Next to view the import summary, then click OK to proceed.

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