Take action – see how easy it is to get your trial balance data into TaxLab and set up your accounts.
TABLE OF CONTENTS
- Import a trial balance from Excel
- Import a trial balance from Xero
- Manually add an Account
- Import trial balances for a group
- Assign accounts to the balance sheet of income statement
- Assign accounts to the Tax balances
- Assign accounts to the tax return – AU
- Assign accounts to the IR10 categories – NZ
- Allocating business income and expenses – AU
- Exclude an account from the profit before tax
- Add a breakdown
- Search for accounts
- Edit an account
- Manage files
- Manage queries
- View account activity
- Delete accounts
Import a trial balance from Excel
Import a trial balance from Xero
Manually add an Account
Import trial balances for a group
Assign accounts to the balance sheet of income statement
Assign accounts to the Tax balances
Assign accounts to the tax return – AU
Assign accounts to the IR10 categories – NZ
Allocating business income and expenses – AU
Exclude an account from the profit before tax
Add a breakdown
Search for accounts
Edit an account
Manage files
Manage queries
View account activity
Delete accounts
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