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CCH Software User Documentation

Add/edit TB loading instruction line screen

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The Add/Edit TB Loading Instruction Line screen appears as follows. It is the same for both Master and Client TB Loading instructions.

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TB Type

The options that appear depend on the TB type. The three types are:

  • Normal. The options for a Normal TB are shown above and they are described below.
  • Calculated. This is used for performing calculations based on other Saved Trial Balances.
  • Beneficiary TB. This is used to produce a trial balance for a beneficiary when each beneficiary is represented either by its own sub-account or by a character in the account code. It is explained in  Beneficiary TB Concepts and Beneficiary TB Screen.

 

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