Batch processing task options

In step 2 of batch processing, you can select from the following tasks.

Launch workpaper - Process options

Select processing options, such as updating Organizer with state allocation and apportionment data from the Tax Accounting System (TAS) and more.
Batch processing - step 2: process options

Launch workpaper - State options

This option is for consolidated binders. You can select how the attached state returns handle certain tax items, such as matching federal depreciation or overriding the extended due date.
Batch processing: Step 2 - state options

Launch workpaper - State taxable income and payments

Review workpapers for state allocation and apportionment, tax payments, tax expense, and separate state data for the selection group of binders.
Batch processing: Step 2 - state taxable income and payments

Launch workpaper - Federal adjustment

Enter or review adjustments in the chart of accounts.
Batch processing: Step 2 - federal adjustment

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