Change Chart of Accounts Mask

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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 payroll-only client, you can modify the Chart of Accounts mask by choosing the Change Chart of Accounts Mask command from the F3 or right-click context menu in the Setup > Chart of Accounts dialog.



  • Changing the Chart of Accounts mask after initial setup is not recommended. Therefore, when defining a client's Chart of Accounts mask, you should allow for the growth of the client's business.
  • This chart is for the Payroll Compliance module and/or Payroll CS clients only. If setting up a Write-Up CS and/or Trial Balance CS client, click here to return to the main Client Setup topic where you can mark the appropriate checkbox for your client.

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