How to Use CCH Engagement Tax Grouping Worksheet as a Template

Tallyfor can import a "Tax Grouping Worksheet" produced by CCH Engagement. Tallyfor will use that report to automatically code all of the accounts previously

This feature is useful if you are moving from CCH Engagement to Tallyfor.

The report looks similar to this.

In order to turn on this beta feature, please go to settings and under Templating & Additional Integrations, select CCH Engagement.

This is an advanced feature, if you need additional assistance please feel free to contact support@tallyfor.com and we can walk you through in more detail.

Now, you'll see the TEMPLATE button when working in the Trial Balance Screen. Click that button and a modal will appear. Upload the file mentioned above into that modal.