1. In your trial balance, select Account Groupings 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.
6. Click in the cell of the RatioClass column to bring up a drop down menu to select a ratio classification.

Notes

• Account Classifications (AccClass) and Ratio Classifications (RatioClass) are optional. These classifications are used to break down balances and calculate net income or loss for the period. To unassign an existing account classification or ratio classification, click in the cell to bring up a drop down menu, then select the top item in the menu (a blank entry).
• For more information on the default account classifications, refer to the article below.
  • How do I find the default Account Classifications for CCH® ProSystem fx® Engagement or Workpaper Manager?
• The QuickView and Trial Balance Snapshot options will display the balances broken down by Assets, Liabilities and Equity, Revenue, Expenses, and Net Income. Open the QuickView window by using one of the following options:
  • From the Binder window, select Trial Balance > QuickView.
  • From the Trial Balance window, select Engagement > QuickView. 
    • In Workpaper Manager, select Workpaper Manager > QuickView. 
• Related Knowledge Base articles:
  • Instructions on how to create my own Account Classifications.
  • Instructions on how to create my own Ratio Classifications.
  • Information on how Net Income is calculated.
  • Instructions on how to use the Trial Balance Snapshot.