The trial balance is a fundamental information sharing structure when working with tax accountants.  NetSuite’s default trial balance is not well organized for tax work.  It groups and sorts accounts in a peculiar fashion.

Fortunately, the NetSuite Report Writer is quite up to the task.  Below are screen shots that can help you quickly get a clean trial balance that only your tax accountant will appreciate — and let’s hope it keeps your tax bill down so they do more important analysis work versus wasting time massaging data.

NetSuite Trial Balance Field Output

NetSuite Trial Balance Sort Sequence

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