Trial Balance Bridge: Overview

Click here to download a PDF copy of this tutorial.

Bridge provides an easy-to-use method for electronically transferring financial information from other software packages into your tax return.

Bridge imports financial data from many commonly used audit, trial balance, general ledger, spreadsheet, and database programs.

You can use Bridge to prepare the following return types:

• 1065
• 1120
• 1120-C
• 1120F
• 1120-REIT
• 1120-RIC
• 1120S.

If you want to import trial balance data from a source other than the listed general ledger and audit packages, you can create your own template in Bridge. A template is a guide or map that the system uses to know what information to import from your file.

You can also create templates for importing journal entries, TCC descriptions, and MCC descriptions.

If you are using Bridge on a network, the user-defined templates that are created are available to all users who access Bridge on that network.

Topics

• Trial Balance Bridge: Process Chart
• Accessing Trial Balance Bridge
• Trial Balance Bridge: Toolbar
• Trial Balance Bridge: Menus
• Trial Balance Bridge: Import
• Trial Balance Bridge: Grid
• Trial Balance Bridge: Journal Entries
• Trial Balance Bridge: Data Review
• Trial Balance Bridge: Workpapers
• Trial Balance Bridge: Merge

 

 

 

Tutorials/bridge_intro.htm/TY2019

Last Modified: 01/28/2020

Last System Build: 06/18/2021

©2019-2020 Thomson Reuters/Tax & Accounting.