Navigate to "Financials", then press "Accounts"

Select the dropdown arrow and choose "Do not import to tax return"

Note : The tag "Do not import to tax return" works only on tax returns. It will not remove it from Financial Reports or Workpapers.
Modified on: Tue, 21 Oct, 2025 at 7:35 AM
Navigate to "Financials", then press "Accounts"

Select the dropdown arrow and choose "Do not import to tax return"

Note : The tag "Do not import to tax return" works only on tax returns. It will not remove it from Financial Reports or Workpapers.
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