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Trial balance

Export tax codes from Engagement Manager to Excel

You might want to export tax codes to give you an offline reference of all tax codes without the need to switch screens. You can also use the export file to import or new tax subcodes.
  1. Go to
    Setup
    , then
    Tax Codes
    .
  2. Select a Tax Vendor, Entity, and Year.
  3. Select
    Export
    .
You'll get an
Excel
 spreadsheet that includes all tax codes and subcodes for the selected Tax Vendor, Entity, and Year.

This article applies to:

  • Product: Engagement Manager
  • Subject: Trial balance

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