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Federal charts

Chart of accounts cross-reference chart

The Chart of Accounts Cross Reference Chart retains the historical information between the current year and the prior year. This chart is automatically created when you rollover the Federal Chart of Accounts (COA).
  1. In the Income Tax menu bar, select
    Charts
    .
  2. Select
    Federal > Charts of Accounts Cross Reference
    .
  3. Select the chart in the list.
  4. Select the year in the
    Current Year
     from the dropdown.
  5. Select the
    Prior Year
     and
    Current Year
    Federal COA
    . Prior-year charts that have been cross-referenced appear in blue. Each line shows the TRC/TCC in brackets that the account is mapped to, the account number, account description and the type of account (Balance Sheet - B/S or Income Statement - I/S).
The Federal COA Cross reference chart below was automatically created when the Federal COA was rolled over. The accounts are cross-referenced one to one.
When using a new chart of accounts or condensing several prior year charts into a current year chart, you must cross-reference the accounts either manually or by importing them.

Manually Cross-referencing to a Current Year Account

  1. Select the account(s) from the prior year.
  2. Select the account in the current year and select
    Map
    . Cross-referencing allows you to map one account to one account or many accounts to one account. The prior year accounts with balances appear with a blue triangle.

Importing Data into the chart

The import file should have the
Prior Year
 account in one column and the
Current
Year
 account to cross-reference to in another column.
  1. Create an import template by clicking
    Export
     at the bottom of the
    Chart of Accounts Cross Reference
     screen and saving the file as a .csv file.
  2. Enter your data and then import the file back into the application by clicking
    Import
    .
  3. The import process provides you with a log if there are any problems in the import file.

This article applies to:

  • PRODUCT: ONESOURCE Income Tax
  • Subject: Charts
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