Finance · Taxes
Trial Balance
Page reference for /taxes/trial-balance. Finance · Taxes.
Portal route: /taxes/trial-balance
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Page route
This page belongs to Finance → Taxes. Open /taxes/trial-balance in the school portal.
Related guide: Review tax and statutory workspaces.
Check the period and source
Select the correct period and confirm which records are included before reviewing a return or balance. Compare amounts against the underlying finance or payroll source and resolve differences before using a report.