Client data can be entered from scratch or transferred from an existing CSA client

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

If you are not converting or importing client data from another application or file, you can use either of the following methods (or a combination) to set up your new client in CSA:

First complete the required information in the File > New Client dialog, and then follow the setup steps outlined in the New Client Setup dialog that opens automatically.

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