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TRCS Tax Automation Source Account Dropdown

in Tax Reporting (Direct Tax) 4 comments

Summary:

We noticed that the TRCS Tax Automation Source Account SmartList is automatically generated based on the "Description" member property in Account metadata. For accounts which "Description" member property is blank, the Account "Alias" is used instead. Could anyone please confirm if this is true? And if there a way to update the setting and use "Name" or "Alias" in the Tax Automation Source Account SmartList?

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