Mapping account groupings and tax codes for your firm

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If you have administrative permissions, you can map account groupings and tax codes for your firm. The mapping is applied to accounts if the Account Classification account grouping is imported from a spreadsheet or assigned manually in the Trial Balance screen.

  1. Click the Administration button in the navigation pane and then click the Account Groupings button.
  2. Click the Mapping tab.
  3. In the upper pane of the Mapping workspace, click the desired account classification.

    You can enter an account classification code in the search field at the top of the workspace and click the Search Search button button to narrow the Account Classification list.

  4. Click the Account Groupings tab at the bottom of the workspace.
  5. To assign an account type, double-click the row in the Account Type grid, click an account type in the dialog that opens, and then click OK.
  6. To assign account grouping codes for the selected account classification, double-click any of the rows in the Account Groupings grid, select a code in the dialog that opens, and then click OK.

    Notes

    • In the Assign Account Grouping Code dialog, you can choose a different account grouping from the drop-down list in the upper-left corner.
    • To narrow the list in the Account Grouping Code dialog, enter an account grouping code in the search field in the upper-right corner of the workspace and click the Search Search button button.
  7. Click the Tax Codes tab at the bottom of the workspace.
  8. To assign tax codes for the selected account classification, double-click any of the rows in the Tax Codes grid, select a code in the dialog that opens, and then click OK.

    Notes

    • In the Assign Tax Code dialog, you can choose M-3 tax codes or standard tax codes from the drop-down list in the upper-left corner.
    • To narrow the list in the Assign Tax Code dialog, enter tax code in the search field in the upper-right corner of the workspace and click the Search Search button button.

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