Assign Creative Solutions Accounting Tax Codes dialog

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Use this window to assign tax codes for the Write-Up CS client selected in the Import from Creative Solutions Accounting window.
To open this window, select Assign Tax Codes in the Import from Creative Solutions Accounting window or in the Accounts with Invalid and/or Blank Tax Codes were Found window.

Fields and buttons

Tax code grid
Scroll to the account for which you want to assign a tax code, and then select the box in the Tax Code column. From the dropdown list that appears, select the appropriate tax code.
note
When multiple units or activities are maintained in a single UltraTax CS client but in separate Write-Up CS clients, the Write-Up CS clients will need to have a unique unit number in addition to the tax codes.

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