• Tax codes and exports
  • Tax worksheet
  • Assign tax export codes
  • Export adjusting entries
  • Export to AlphaTax
  • Export to BankLink
  • Export to Batch PDF
  • Export to CaseWare IDEA
  • Specify tax information

Specify tax information

Specify the tax jurisdiction, entity and vendor in your engagement to populate tax information such as available tax packages and export codes.

To specify tax information in an engagement:

1. On the ribbon, click Engagement | Engagement Properties.

2. On the Name/Address tab of the Engagement Properties dialog, click the Tax Jurisdiction drop-down menu and select a region.

   • (USA only) Select the appropriate tax entity for the file in the Tax Entity drop-down menu.

   • (Canada, USA only) Select the appropriate tax vendor for the file in the Tax Vendor drop-down menu.

3. Click OK.

The tax information populates in the engagement.