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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Payroll CS Payroll CS
Includes the Payroll Compliance module

Start from the CSA main window by choosing File > New Client and selecting both Payroll CS and the Payroll Compliance module.

Click any portion of the diagram below to see more details about the initial steps for client setup.

/_images/acct_pr/csa/new_client_setup_pcs-prs_shg.gif Payroll CS > Payroll Compliance Existing client data New client data Client properties Chart of Accounts setup Additional setup tasks

You also need to complete the setup of global items that affect all payroll clients. For details, see System Configuration [Setup menu].

Related topics

Chart of Accounts setup (for a Payroll CS client)

Overview of Payroll CS

New Client or Client Properties [File menu]

Setting up a new Payroll CS client

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