Chart of accounts cross-reference chart

In the Income Tax menu bar, select
Charts
.
Select
Federal > Charts of Accounts Cross Reference
.
Select the chart in the list.
Select the year in the
Current Year
from the dropdown.
Select the
Prior Year
and
Current Year
Federal COA
. Prior-year charts that have been cross-referenced appear in blue. Each line shows the TRC/TCC in brackets that the account is mapped to, the account number, account description and the type of account (Balance Sheet - B/S or Income Statement - I/S).

Manually Cross-referencing to a Current Year Account

Select the account(s) from the prior year.
Select the account in the current year and select
Map
. Cross-referencing allows you to map one account to one account or many accounts to one account. The prior year accounts with balances appear with a blue triangle.

Importing Data into the chart

Create an import template by clicking
Export
at the bottom of the
Chart of Accounts Cross Reference
screen and saving the file as a .csv file.
Enter your data and then import the file back into the application by clicking
Import
.
note
You can only cross-reference balance sheet accounts to balance sheet accounts and income statement accounts to income statement accounts.
The import process provides you with a log if there are any problems in the import file.
note
If an account is used in a tax adjustment that has been previously cross referenced, you must unmap the tax adjustment first before deleting the Chart of Accounts Cross Reference Chart.