Batch processing workpaper 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.

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.

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.

Launch workpaper - Federal adjustment

Enter or review adjustment data in a columnar format by company workpaper with the Federal Adjustment Workpaper. You can see binders and tax adjustments in columns to easily make adjustments to multiple binders.

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