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Tax history back-end files
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This article applies to:

  • Product: ONESOURCE Trust Tax

Excluding an Account from a Tax History Back-End File

You can exclude an account from a tax history back-end file any time prior to preparing a back-end file. To exclude an account from a tax history back-end file:
  1. Open the account you want to exclude.
  2. Select the
    Account
     main topic then the
    Admin Controls
     subtopic.
  3. Open the
    Electronic Filing/Back-End Feed
     collapsible section.
  4. Select the
    Exclude from Tax History Back-End Feed
     check box.
  5. Select
    Save
    .