Moving Between Tax Products

Yes, you can move to another tax product within Tallyfor!

Here's what to do:

  1. Please contact and let us know which tax product you would like to change to. We will get back to you to let you know what the change has been made.

  1. When we have notified you of the product change, you should see the new tax product in your menu. We should carry forward most tax category mappings, but you should double check for any missing tax categories and "refresh the mappings."

Here's what to do to "refresh the mappings."

Use the checkbox to select all the accounts in the tax category and use the dropdown to find the mapping.

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