Setting up a client in CSA

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

This series of topics provides an overview of the initial steps for client setup in CSA. Whether you are setting up a new client from scratch, converting client data from another application, or transferring data from an existing CSA client, you'll find it helpful to review this information before starting the client setup process.

Mark the single checkbox below to indicate the type of client you are setting up in CSA.

/_images/acct_pr/csa/unmarked_checkbox_4_shg.gif Write-Up CS Write-Up CS (including after-the-fact payroll)

/_images/acct_pr/csa/unmarked_checkbox_5_shg.gif Trial Balance CS Trial Balance CS

/_images/acct_pr/csa/unmarked_checkbox_9_shg.gif Trial Balance CS and Engagement CS Trial Balance CS and Engagement CS

/_images/acct_pr/csa/unmarked_checkbox_2_shg.gif Payroll CS Payroll CS (includes the Payroll Compliance module)

/_images/acct_pr/csa/unmarked_checkbox_1_shg.gif Payroll Compliance module Payroll Compliance module (for after-the fact payroll processing only)

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