The PL Accounts tab in the Workspace shows all the management accounts from the PL document that you have uploaded.

Add a PL account

You can add a new PL account by clicking on the + button on top right of the PL Accounts tab. In the dialog box that opens type in the Account name and Amount. The newly added PL account is shown at the bottom of the list of accounts.

Note:- You cannot add in a PL account with the same name as an existing account.

Delete a PL account
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To delete an account, select the account by clicking on the checkbox next to the account name and then click on the trashcan (delete) button on the top right of the PL Accounts tab. You will be prompted to confirm deletion. Once you click on the OK button, the account will be deleted from the PL Accounts tab in the Workspace.

Edit PL Account Name and Amount
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You can edit the PL Account name and Amount by simply clicking on it. This allows you to edit the name or amount in the text box.

Validation between PL and GL
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The PL Accounts tab throws out any mismatches between the GL and PL for any of the accounts. You can map the correct GL account/s to the PL account in order to correct the mismatches. Clicking on the GL account will open a dropdown list from which you can select one or more GL accounts to map to the PL account.

Search Bar

The search bar on the top can be used to look for your accounts using keywords to search.

Other Schedules/Show on Computation
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The last column in the PL Accounts tab is Show on Computation. When an account is checked under this column, that PL account will appear in the Other Schedules tab in the Draft Tax Computation.

Note: if you already have an adjustment for an account you will not see the account in the Other Schedules tab. Instead, it will appear in the Tax Adjustments tab.