Tax Accounts

In the Tax Accounts page, users can enter the unit's trial balance amount for each general ledger account.

2014.0 tax accounts

Enter a separate line item for each tax account:

1.	Select the Trial Balance Account.

2.	Select the Tag or Class/Sub-Class.

3.	Enter the Ending Balance.

4.	Type Notes, if needed.

5.	Click Add New to create the tax account.

•	After a tax account is created, users can edit or delete the tax account by clicking the appropriate icon. Click the pencil icon to edit the entry.

•	Select Save Changes after updating the tax accounts.

•	Users can attach files to an individual tax account item on this page. If users have supporting documents, click the paper clip icon next to the item.

•	Users can add and update notes for a line item.

Note: Refer to the Where to Enter Items in ONESOURCE Tax Provision section for more information on the different types of adjustments; for example, current activity, deferred only, and balance sheet only.