Chart of Accounts procedures

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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.

For a Write-Up CS or Trial Balance CS client

Click the procedures in the chart for additional setup information (as appropriate for the client you are setting up).

Note: If the client's Chart of Accounts mask includes Ls or Ds (for locations or departments), be sure to click the YES box in the flowchart to open the appropriate topics.

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