Setting up a CBS client that is switching from another accountant

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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.

The following setup procedures pertain to setting up a new client who has been using CBS and working with another accountant who uses the CSA application.

Scenario A: Both the CSA client backup files and the CSA system files are available from the former accountant.

Scenario B: No CSA backup files are available from the former accountant.

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