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Move faster and accomplish more with a professional-grade, generative AI assistant that transforms the way you work. Thomson Reuters CoCounsel is with you every step of the way, backed by authoritative content and industry-leading expertise.
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Add a trial balance account grouping subcode at engagement level
Add an account to a trial balance
Add and edit fund data in the Trial Balance tab
Add and remove tickmarks in the trial balance
Assign grouping codes and subcodes within a trial balance
Assign tax codes to an account in a trial balance
Check the history of a journal entry
Consolidate trial balance data
Create and edit trial balance account grouping codes at engagement level
Create divisions in the Trial Balance tab
Default Account Classification codes
Display balance definitions and round balances
Display net income (loss) for a trial balance
Engagement-specific tax subcodes
Export tax codes from Engagement Manager to Excel
Filter and sort trial balance data
Import trial balance data from a spreadsheet
Map account groupings and tax codes for your firm
Open the trial balance history
Prepare to import data from QuickBooks to Engagement Manager
Roll forward options for journal entries
Show fund information on the Trial Balance tab