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Mapping & Adjusting

  • Rename, Group and Categorize (Map)
  • Hold Shift and Click to Select Range of Account Lines
  • How to Un-group and Delete a Group
  • How to Drag and Drop
  • How to Leave an Account Uncategorized
  • Tallyfor Tax Templates
  • How to Use CCH Engagement Tax Grouping Worksheet as a Template
  • Journal Entries
  • Unexpected Group Total Lines?
  • M-1 Advanced with Tallybot
  • M-1 Adjustments
  • Tax Only Accounts

Categories

  • Admin & Settings
  • TaxCalc
  • Client Management
  • Accounting & Importing
  • Mapping & Adjusting
  • Workpapers
  • Working with your Tax Software
  • Tips and Tricks, FAQs, and Troubleshooting
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