Accounts video tutorials

Modified on Wed, 1 May at 9:45 AM

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



TABLE OF CONTENTS


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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