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Replying to:
CherylGrindell
Moderator

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Hello @Assurance @Jasmineak4 @Glenn Bird @Angelyn_T

 

I wanted to reach out to each of you to let you know that the Trial Balance report and the Adjusted Trial Balance report are not being replaced or discontinued. Both of these reports are and will continue to still be located under Reports > For my accountant.

 

We had a feature called Trial Balance located under Accountant Tools that helps you prep clients tax returns. This feature was replaced by the feature called Prep for taxes. However, in the case of both features, the Trial Balance report has not been affected by this change.

 

It looks like there may have been some confusion but I want to assure you that the Trial Balance report is here to stay.

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