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This article applies to:

  • Product: Engagement Manager
  • Subject: Trial balance

Show tax codes on the Trial Balance tab

  1. Open the engagement that you want to show tax codes for.
  2. Select the
    Trial Balance
     tab.
  3. With the appropriate view selected, add the Tax Information columns (for example:
    Tax Codes
    ,
    Tax Subcodes
    ,
    M-3 Tax Code
    , and
    M-3 Tax Subcode
    ).
    tip
    You can also export tax codes to Excel as an offline reference or to use the export file to import new tax codes.

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