How do I create custom Account Classifications in CCH® ProSystem fx® Engagement or Workpaper Manager?

  1. In your binder select the Trial Balance > Classifications
    • Or in the Trial Balance, click Classifications on the Engagement or Workpaper Manager ribbon.
  2. Make sure the correct Trial Balance is selected, then set the Classification type to Account Classification.
  3. Click the New button.
  4. Fill in the following fields:
    • Abbreviation
    • Description
    • Acct Type


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