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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

General information

Please note that the payroll compliance features in Accounting CS and Accounting CS Payroll are licensed and renewable on an annual basis only. The application's payroll compliance features are not available with an expired license.

With the Standard license type, you can continue to use other features of the application even after the license expiration date. However, to continue receiving application updates and to have access to technical support, you need to renew and update your license files.

See also: Information about Expired Licenses for Accounting CS, Accounting CS Payroll, and Workpapers CS (PDF)

To view your firm's license information

Choose Help > About. The version numbers for all installed products applications are displayed in the licensed products list.

To renew your application licenses

  1. To renew your application licenses via our website, see Renewing your CS Professional Suite applications.
  2. If your application is installed locally or on a network in your own office, download the updated licenses via CS Connect, and then download and apply software updates via CS Connect.

    Notes

    • If you run the application in the Virtual Office CS or Software as a Service (SaaS) environment, both renewed and updated licenses and application updates are applied automatically.
    • Greater than 90 days – reinstatement: When a license has been expired for over 90 days, but less than four years, a reinstatement of the product is required.
    • Greater than 4 years – repurchase: When a license has been expired for more than four years, it must be repurchased.

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Trial license versions

If you would like to evaluate the application or one or more Accounting CS services prior to purchasing a full license, you can activate a trial license.

If you already have a paid license version of Accounting CS installed: To evaluate the full calculating payroll features of Accounting CS Payroll and ensure the integrity of your firm's active license, you need to install the trial version of Accounting CS Payroll on a computer that does not have Accounting CS installed (either locally or a network installation).

If you already have a paid-license version of Accounting CS Payroll installed: To evaluate the Accounting service features and ensure the integrity of your firm's active license, you need to install the trial version of Accounting CS with the Accounting services on a computer that does not have Accounting CS Payroll installed (either locally or a network installation).

If you already have a paid license version of Accounting CS or Accounting CS Payroll installed, you can activate a trial license of the Workpapers CS service by the steps listed later in this section.

Notes

  • You can install a trial license version on a local machine, network, or terminal server. There is a limit of 24 users with a networked installation.
  • The trial version of an application will never overwrite any data from a fully licensed version of your application.
  • Any clients that you set up in a trial version will be available in the fully licensed version after you activate a full license.
  • If you uninstall the trial version of an application, the transaction data that you entered in trial-licensed portions of the application will not be deleted, but you will not be able to access the screens associated with the functionality of those transactions.

To install a trial license

  1. In Accounting CS, choose Help > About.
  2. In the About Accounting CS dialog, click the Trial Licenses button.
  3. In the Trial Licenses dialog, mark the checkbox for the trial version of the services for each application that you would like to evaluate, and then click OK.
  4. In the About Accounting CS dialog, click OK.
  5. When the application re-opens, enter ADMIN in the Staff ID field. (If you previously opened this database and assigned a password, you will also need to enter that password.)

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To remove a trial license

  1. In Accounting CS, choose Help > About.
  2. In the About Accounting CS dialog, click the Trial Licenses button.
  3. In the Trial Licenses dialog, clear the checkbox for each service to remove, and then click OK.
  4. In the About Accounting CS dialog, click OK.

Trial license limitations

Accounting CS

With a trial license:

Accounting CS Payroll

With a trial license:

Payroll Compliance

With a trial license:

Workpapers CS

With a trial license:

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Alternate preparer block feature (Alternate Firm license)

With the alternate preparer block feature, two firms with the same owner can access the application using different firm information, including firm name, address, and phone numbers. When you create electronic or internet files or print information on federal and state payroll tax forms, the application uses the appropriate firm information for each one. Note that the application changes the firm information for only those clients with the Payroll service enabled.

Example. Your firm's owner has two firms that use Accounting CS and Accounting CS Payroll, but the firms have different names - one for write-up work and one for payroll work. The alternate preparer block license feature (Alternate Firm license) enables you to process live payroll clients through the payroll firm and after-the-fact payroll clients through the write-up firm.

If you have an the alternate preparer block feature (Alternate Firm license), the Main tab of the Setup > Firm Information > Firm screen includes an Alternate firm field, and the drop-down list for the address, phone number, and fax number fields include an Alternate option. For more information, see Using the alternate preparer block feature.

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Related topics

Information about Expired Licenses for Accounting CS, Accounting CS Payroll, and Workpapers CS (PDF)

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