Pre-Tax Book Income

In
Administration
>
Manage Units
you can create Pre-Tax Book Income lines for entering data.
To add a Pre-Tax Book Income line item:
  1. Select
    Administration
    >
    Manage Units
    .
  2. Select
    Add
    and then type the
    Code
    and
    Name
    .
To import a new Pre-Tax Book Income, complete the appropriate fields on the #PTBI# Pre-Tax Book Income sheet in the Import Categories template.

Code and Name

  • The Pre-Tax Book Income Codes is user-defined and can be any combination of alpha and numeric characters, including spaces, up to 60 characters.
  • You can edit an existing Pre-Tax Book Income name.
  • You can delete Pre-Tax Book Income codes/names that have no data entered for them in any dataset.
  • The Pre-Tax Book Income code and name appear in reports.