Mapping & Adjusting
17 articles
- Filter the trial balance to one propertyOn a multi-property binder, the Trial Balance view can show one property's lines at a time — or several — without changing the stacked trial balance underneath.
- Tax Template Library: Save, Apply, and Roll Forward Tax MappingsSave a tax mapping once to your firm's library, then apply it to any binder in-app — including rolling forward a client's prior-year mapping. Inspect what a template maps, see…
- Multi-Property: Setup, Form 8825 Property Details & Tax ExportManage multiple properties in one binder: add properties, capture Form 8825 line-1 details per property, assign properties in bulk, and export property data for tax.
- Tallyfor Tax Templates
- M-1 Adjustments
- M-1 Advanced with Tallybot
- Rename, Group and Categorize (Map)
- How to Use CCH Engagement Tax Grouping Worksheet as a Template
- Journal Entries
- Hold Shift and Click to Select Range of Account Lines
- How to Un-group and Delete a Group
- Tax Only Accounts
- Unexpected Group Total Lines?
- How to Drag and Drop
- How to Leave an Account Uncategorized
- Journal EntriesMaking adjustments in Tallyfor
- Display Settings: Binder View ControlsA binder's view controls in one Display Settings popup on the trial balance header — plus collapsing and expanding each account-type section.