Accounts video tutorials

Modified on Wed, 01 May 2024 at 09:45 AM

Take action – see how easy it is to get your trial balance data into TaxLab and set up your accounts.


Import a trial balance from Excel

Import a trial balance from Xero

Manually add an Account

Import trial balances for a group

Assign accounts to the balance sheet of income statement

Assign accounts to the Tax balances

Assign accounts to the tax return – AU

Assign accounts to the IR10 categories – NZ

Allocating business income and expenses – AU

Exclude an account from the profit before tax

Add a breakdown

Search for accounts

Edit an account

Manage files

Manage queries

View account activity

Delete accounts

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