Overview: The Tax Automation bot requires specific account types to be present in your binder before it becomes visible. This article explains the requirements and how to configure your accounts correctly.
For the Tax Automation Bot to appear in your Active Workpapers binder, you must have at least one account in your Accounts list with 'Income Tax Payable' set as the account type and at least one account with 'Income Tax Expense' set as the account type.
You can update the account type in the Accounts screen of your binder. Alternatively, if your binder is connected to an Active Ledger source, you can update the account type in the Accounts screen of the corresponding Active Ledger file.