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January 17, 2023
Question

How do I update the tax mapping worksheet? I have made changes to account balances and now the tax mapping worksheet won't update for the new numbers

  • January 17, 2023
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1 reply

January 17, 2023

Hi janfez,

 

Welcome to Community!  It's important that you're able to update the tax mapping in QuickBooks Online Accountant, to ensure accurate reports and financial statements.  I'd be glad to assist!

 

Using the Workpapers Tax Mapping feature enables you to edit GIFI codes, or assign codes for account balances that haven't been mapped.  It automatically groups account balances to the tax form as the codes are assigned.  Here's a helpful guide for your reference, to assist with the tax mapping.

 

Please don't hesitate to contact us if you require additional assistance.  It would be our pleasure to work with you directly, and ensure you're able to successfully complete your QuickBooks goals as soon as possible!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.
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If you have any other questions, feel free to reach back out.  We'd be happy to help!