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- Create a consolidation engagement
- Add a financial statement area
- Import a trial balance for an internal subsidiary
- Export adjustments and trial balance data
- Tax export codes
- Home
- Senior Accountant
- Accountant
- Built-in roles
- Assign system-wide security roles
- English (US)
- Add an account or a group in the Data page
- Staff
- Customize the lockdown settings
- Create entity associations
- Manage the firm template
- Get started - Firm Author
- Export adjustments and trial balance data
- Dataset types described
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- English (US)
- English (US)
- account
- account group
- account assignment
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