How do I classify account groupings in CCH® ProSystem fx® Engagement or Workpaper Manager?

  1. In your trial balance, select Account Groupines or in the 'Binder View' select the Trial Balance menu > Account Groupings
  2. In Account Groupings, select your grouping from the second drop down menu in the upper left hand corner. 
  3. Click the Advanced button.
  4. This will bring up the Group and Subgroup Classification dialog window.
  5. Click in the cell of the AccClass column to bring up a drop down menu to select an account classification.