Company Groups Help

Company Groups

Administrators may group certain companies together, which allows users to select the group in lieu of one or all companies when creating Custom Audits, Attachments, Payment Request Export options, and Preparer Notes. This is useful when you have certain items that are specific to more than one of your companies, but don’t apply to all of your companies.

Steps to Create a Regular Company Group

1. Go to Tools, then Manage Company Groups, and select Regular Company Groups.
   
   
   
2. Enter a Group Name.
3. Select the companies you’d like to add from the Available Companies list in the center, and then use the blue right arrow to add the companies to the Selected Companies list on the right.
   
   
   
4. Click Save to create your company group.

Look for the company group option in Custom Audits, Attachments, Payment Request Export options, and Preparer Notes.

State Specific Company Groups: Illinois and Kansas

State specific groups for Illinois or Kansas may also be created. This feature is useful when you have repeated data that is the same across several companies. You may enter the data in one place, then share that information to the other companies.

For instance, on the KS Salary Credit (Schedule B / Page 6), the top line is the current company's data. Each successive row is data for another company. Create a state specific company group for Kansas composed of your companies that file a Kansas return. You will designate one of those companies as the "primary" company. Open the primary company to the KS Salary Credit Schedule and enter the data for all of the companies in your Kansas group. Then when you open the schedule for another company within your group, the information will already be entered.