Write-up process workflow

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

The following flowchart displays the write-up process, from receiving client documentation to preparing the data for the tax return to closing the accounts in Accounting CS.

Click to view details Click a shape that contains a link link icon icon to view relevant procedures in a new tab.


Write-up workflow

Related topics

Viewing transactions for a GL account

Report Designer workflow

Workflows in Accounting CS

Share This