• Tax - USA
  • USA Tax year export
  • Assign M3 codes
  • Export to CCH ProSystem fx Tax
  • Export to GoSystem Tax
  • Export to Lacerte Tax
  • Export to ProSeries (TurboTax)
  • Export to UltraTax CS

Assign M3 codes

If a M3 code has not been automatically assigned by auto-filling the map number's properties, you can manually assign it to an account.

To assign M3 codes:

1. On the ribbon, click Account | Assign Groupings | M3 Codes.
2. In the Assign M3 Codes dialog, select an account in the Unassigned Accounts pane, then select a corresponding number in the M3 Codes pane.
3. Click Assign, then click Apply to save your changes.

The M3 code is assigned to the account.