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Tax code assignments for general ledger accounts
The tax code assignments that you make for specific general ledger accounts let your tax application (UltraTax CS) transfer account balances to the correct lines on the tax forms.
Tax code assignment overview
- Options available in theTax codedropdown in the Chart of Accounts screen are based on the client's entity type.
- The application includes new tax codes from time to time in response to federal tax form changes.importantYou don't need to update existing tax code assignments in response to tax form changes because UltraTax CS does it automatically.
- The application transfers forward tax codes the 1st time you move into a new fiscal year. After that, the tax codes for different years are independent of each other.
- If you move forward to a new year in which the tax codes haven’t yet been released (for example, 20xy), the application uses tax codes for the latest year available to generate assignments in the database.
- If you move back to the prior year (for example, 20xx), change an assignment, and then move forward again (to 20xy), the application won’t transfer assignments made in the prior year (20xx) because they’ve already been assigned in the new year.
PDF guide for tax code assignments
The following PDF can help you transfer client account balances to UltraTax CS.
tip
- You can view the guide using Adobe Reader, which lets you search keywords and print individual pages, sections, or an entire guide.
- If you have trouble opening a PDF, you might need to download and install the latest version of Adobe Reader from the Adobe downloads website.
This article applies to:
- PRODUCT: Accounting CS
- Subject: Account grouping
Related Content
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Version 2023.4.0 release notes
Format:
Article,
5 min read