Accounts video tutorials

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

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