Edit the tax form disclosure

Modified on Wed, 1 May at 11:28 AM

You can determine how the income is disclosed in the Tax Return > Income tab. The system sets a tax form disclosure by default but you can edit this, and the system will automatically update the income amounts.

  1. On the Trial balance page, click the account to open it.  
  2. On the Workpaper tab, select an alternate disclosure from the Tax form disclosure list.

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