How do I find the default Account Classifications for CCH® ProSystem fx® Engagement or Workpaper Manager?

To access the classifications select Classifications from your Trial Balance menu, or from the Account Groupings > Advanced > Classifications menu options.

The default Account Classifications are as follows:

  • CA - Current Assets
  • NA - Non-Current Assets
  • CL - Current Liabilities
  • NL - Non-Current Liabilities
  • EQ - Equity
  • REV - Revenues
  • COS - Cost of Sales
  • OPX - Operating Expenses
  • OI - Other Income
  • OE - Other Expenses
  • MEM - Memo Accounts (Note: MEM on an Group or Subgroup will not be calculated in the Net Income)


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