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. 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.

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

From the CSA main window, begin by choosing File > New Client and selecting Trial Balance CS and the Financial Reporter module.

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

Trial Balance CS Existing client data New client data Client properties Chart of Accounts setup Additional setup tasks

See also: Chart of Accounts setup (for a Trial Balance CS client)

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