Effect of transferring and retrieving CBS client information

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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.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Click any of the links below to see how the client's files are affected when you transfer information to the client and how the accountant's files are affected when you retrieve the client's exported data from CBS.

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