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Add custom tax codes at the client level

Follow these steps to add custom tax codes for the currently selected client.
  1. Select
    Setup
    , then
    Tax Codes
    .
  2. Select the client, then select
    Add
    .
  3. Select the tax code from the dropdown.
  4. Enter up to 2 alphanumeric characters in the
    Subcode
     field, and enter a description in the
    Description
     field for the new tax code.
  5. Select
    Enter
     to save the new tax code for the client.
note
  • You can't change the predefined Standard, Puerto Rico, or M-3 tax codes that are already set up in the application, but you can create custom tax codes for these items at both the client and global levels.
  • The list of tax codes includes all UltraTax CS codes including M-3 codes and user-defined custom tax codes.
  • Tax codes 88888 (Memo code - Include on reports) and 99999 (Memo code - Exclude from reports) are also included in the list of tax codes. These tax codes don't integrate with other tax applications. (Note: Tax code units should not be assigned to tax codes 88888 or 99999.)
  • You can't delete a custom tax code if it's assigned to an account or some other entity.
  • Select
    Delete
     or press Alt+L to delete a custom code. The application prompts you if the item can't be deleted.
  • When adding custom tax codes on-the-fly, the tax codes must be formatted as follows:
    xxx-xx
    . The first 3 characters must be a valid, existing tax code and the final 2 characters can be any alphanumeric characters (for example, 213-01 or 213-IN).
  • You can also add custom tax codes for a selected client from the
    Chart of Accounts
     page.

This article applies to:

  • PRODUCT: Accounting CS,Workpapers CS
  • Subject: Chart of Accounts,Posting periods,Trial balance

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