Write-up process workflow

Show expandable text

We moved!

Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!

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

Was this article helpful?

Thank you for the feedback!