Assigning Groups to Accounts Manually

If needed, you can manually assign a group to an account in the financial or tax trial balance. You might need to do this if CCH iFirm Engagement cannot make an auto-assignment, the auto-assigned group is incorrect, or the assignment needs to change for another reason.

• Changes to financial group assignments update the corresponding account type and classification. Financial statements and leadsheets update automatically as well.
• Changes to the tax group assignment update the Tax Summary Report.

For consolidated engagements, the groups and subgroups list for the Financial trial balance is shared across the parent and all subsidiary entities. If you create a group in one entity, it is available in the other entities as well. Groups must be assigned at the subsidiary level. The Tax trial balance is not available in consolidated engagements at this time, so you cannot make tax group assignments in those engagements.

Click a link below to view detailed instructions.

Assign a group to a single account.

1. Click the engagement on the Engagement List page.

   Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.

2. Do one of the following:
• For a non-consolidated engagement, click on the navigation bar and select Trial Balance.

• For a consolidated engagement, in the Subsidiary Setup page, click View next to the subsidiary you want to work with. You can also click on the navigation bar and select Trial Balance. Then, click to open the drop-down menu and select the subsidiary entity you want to work with.

3. Click either the Financial or Tax tab, depending on which accounts you want to assign. The Tax tab is not available for consolidated engagements at this time.
4. Do either of the following as needed:
   • On the Financial tab, click into the Group column for the account, and then select the correct group.
   • On the Tax tab, click into the Tax Group column for the account, and then select the correct group.

   Tip: If you enter the index or name for the group, the list of groups automatically filters to include only the groups that match your entered text.

5. If needed, click the arrow in the Sub-group or Tax Sub-group column and select a sub-group.
6. If you've selected a rental , farm, or business tax group, select a property number.
7. Press F5 on your keyboard to refresh the trial balance and re-sort the account list.

Assign a group to multiple accounts at the same time.