Setup data to generate for initial CBS client setup

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:

Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

When you generate CBS client data, Accountant's Assistant always generates the following information, even if you do not select it in the Tasks > Generate Client Information dialog.

When you generate an initial Accountant's Transfer File for a CBS client, you must select at least the following items to generate:

CBS CheckWriter

CBS PayCheck (if licensed)

CBS Accounts Payable (if licensed)

CBS Accounts Receivable (if licensed)

CBS Financial Statements (if licensed)

InterceptEFT Direct Deposit (if enabled)

Disclaimer: InterceptEFT is an unaffiliated third party that some of our customers have engaged to provide direct deposit, tax payments, ACH processing, or credit card merchant services.

Share This