Open Insurance Workpapers
The Tax Accounting System has two items in the navigation tree that are unique to insurance returns, the
NAIC Annual Statement Reconciliation
and Insurance Workpapers
. note
The
Insurance Workpapers
screen is only applicable to 1120-L.Follow these steps to open Insurance Workpapers.
- From theTax Accounting Systemnavigation tree, selectInsurance Workpapers.
- Verify that the correct schedule is displayed.
- Verify that the correct amounts for the insurance schedules are displayed.
- In theMy Binderslist, select the binder, then selectCopy Binder.
- Select the options to copy that apply.
- SelectOK.
- In TAS, selectCompute.
- SelectUpdate Organizerto transfer the insurance information to the Organizer.
Related Content
-
1120L insurance workpapers
Format:
Article,
3 min read
