Tax groups

You can manually add tax groups on the Data page at the engagement or firm template level. Before you add a tax group, select the appropriate tax grouping structure. New tax groups are added only to the selected structure. For more information, see Add an account or group in the Data page.

When you create a custom tax group, select the appropriate parent group in the hierarchy. In the example below, select 05 Other income as the parent group rather than 05.A Other inc - Ord inc/loss Part/Fiduc.