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The Trial Balance is a tool used mostly to fill out large returns, more quickly using Excel. 

Some of its advantage are: 

• Automatic calculations and transfer of Trial Balance amounts to Tax Return
• Generate electronic statements and reports for revision purposes
• Tools (ex. Trial Balance import)

For more information about Trial Balance, visit our help manuals below.

1. Expert Tax Corporations - Trial Balance – Expert Tax
2. Expert Tax Corporations - Trial Balance - Functionalities – Expert Tax