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OnPoint PCR (Preparation Compilation Review)
RCT
CaseWare  ReviewCompTax
PBC
CaseWare  PBC

View material groups and accounts in the trial balance

This feature is only available with products on the CaseWareCloud SE platform. Available SE products include OnPoint PCR, PBC Requests and CaseWare ReviewCompTax.

Once the materiality form is complete, you can easily review material accounts or groups in the trial balance.

To view material groups and accounts in the trial balance:

  1. From the top menu, select Trial Balance.

  2. Select the grouping drop-down list and choose one of the available grouping structures.

    The available groupings are:

    • Financial
    • Chart of Accounts
    • Tax Code
    • GIFI (only available for CaseWare RCT)
  3. Select the Settings (), then select the Materiality indicator check box to enable the column.

Any groups or accounts that are material are now marked with the green M icon.

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