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 firstname.lastname@example.org and we can walk you through in more detail.