The Ideal System to Handle Annual Engagements with Maximum Efficiency

With its customizable and easy-to-use financial statement editor and timesaving features, Trial Balance CS is the ideal system to handle your annual engagements with maximum efficiency. With Trial Balance CS, you can:

• Organize and prepare data for a tax return—no matter what tax program is being used
• Customize financial statement formats to meet your clients' various reporting needs
• Easily import balances from a spreadsheet or QuickBooks® Pro
• Record journal entries on one screen and instantly view their effects on the trial balance view using the helpful split-screen view
• Design and print a complete professional presentation, including footnotes and table of contents, using the flexible financial statement editor

Seamless Integration Saves You Precious Time

Trial Balance CS was developed to integrate with CS Professional Suite® products, so data and balances entered in one product flow seamlessly to the others. Trial Balance CS integrates with:

• Write-Up CS™—Information and financial statements created in Write-Up CS are automatically available for trial balance analysis with no additional data entry required.
• UltraTax CS™—Seamlessly transfer trial balance data to UltraTax CS or GoSystem® Tax RS for significant time savings. And, if you make changes in UltraTax CS, the data also changes in Trial Balance CS.
• FileCabinet CS™—This powerful document management system will store work papers, financial statements, and tax returns and allow instant access to retrieve documents and print or email them.

It is also a component of Engagement CS™, a paperless engagement management program.

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