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

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