Managing Tax Sub-groups
You can add, edit, and delete tax sub-groups in the trial balance section of an engagement. Click a link below to view specific instructions.
Note: The Tax trial balance is not available in consolidated engagements at this time, so tax sub-groups cannot be created for those engagements.
Add a tax sub-group.
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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.
- Click on the navigation bar and select Trial Balance.
- Click Add Accounts/Groups in the toolbar.
- Select Tax Sub-group in the Type box.
- Select the group for this sub-group.
Tip: If you enter the index or name for the tax group, the list of groups will automatically filter to include only the groups that match your entered text.
Note: If you add a sub-group to a property tax group, the sub-group will be available for all properties within that tax group.
- If needed, modify the index. The index must be unique within the selected tax group and between 1 and 99.
- Enter a name for the sub-group.
- Click Add.
- Click X on the top right of the Add New pane to close the pane.
Edit a tax sub-group.
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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.
- Do one of the following:
- Click Edit/Delete on the toolbar.
- Select Tax Sub-group in the Type box.
- Select the group for the sub-group.
Tip: If you enter the index or name for the tax group, the list of groups will automatically filter to include only the groups that match your entered text.
- Select the sub-group you want to edit.
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Edit the index and sub-group name as needed.
Note: The index must be unique within the selected tax group and between 1-99.
- Click Save. Your edits will update the tax grouping list in the tax trial balance.
- Click at the top right of the pane to close it.
Delete a tax sub-group.
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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.
- Click on the navigation bar and select Trial Balance.
- Click Edit/Delete on the toolbar.
- Select Tax Sub-group in the Type box.
- Select the group for the sub-group.
Tip: If you enter the index or name for the group, the list of groups will automatically filter to include only the groups that match your entered text.
- Select the sub-group you want to edit.
- Click Delete. The sub-group is removed from the tax grouping list on the Tax trial balance.
- Click at the top right of the pane to close it.