Maintain the firm standard chart

When to use it

• Review the eight-purpose system readiness summary
• Find and inspect an account branch
• Add a root or child account
• Edit allowed fields
• Deactivate or restore an account for future selection

How to use it

1. 01

   Open the standard chart

   In the tax-firm portal, open Settings, then Standard Chart of Accounts.

2. 02

   Review readiness

   Check System readiness and review every internal purpose marked Missing, Duplicate, or Unavailable. System purpose is read-only on this page. For any exception, ask an authorized administrator or support team to resolve it through the approved master-data process; do not assign the purpose yourself.

3. 03

   Find the account branch

   Search by code or name, filter by status or class, and expand the relevant branch. Filtered results keep matching ancestors visible.

4. 04

   Add a root account

   Select Add root account and choose the account class. Review the pre-filled suggested four-digit code and edit it if necessary, then enter the name and normal balance.

5. 05

   Add a child account

   Use Add child on the intended parent. Parent and class are read-only; review the pre-filled editable suggested child code and adjust it if necessary, then enter the name and normal balance.

6. 06

   Edit allowed fields

   Edit the code, name, or normal balance as needed. A changed code must remain in the same account class.

7. 07

   Control future availability

   Deactivate with confirmation or restore directly. Deactivating a parent makes its descendants unavailable for new selection.

System screenshot

Open full-size screenshot ↗

Good to know

• A selectable account is an active, postable leaf whose ancestors are all active.
• Adding a child can make its parent unavailable for new selection; saved voucher and ledger labels do not change.
• The page uses deactivation and restoration rather than permanent deletion.