Tax

You can assign tax groups to each account and make adjustments to the tax balances. The Tax Summary Report allows you to review the final tax balances before you select to send the tax balances to the tax return.

Note: Tax balances and the Tax Summary Report are not yet available in consolidated engagements.

See the following topics for more information:

Exporting the Tax Summary Report to a Microsoft® Excel® File

Using the Tax Summary Report

Using the Financial Summary Report