ToolBox CS (definition)

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

ToolBox CS is an application within the CS Professional Suite that provides quick access to key utilities such as financial and tax calculators, non-calculating tax forms that are useful throughout the year, flowcharts from the IRS, and templates to help you produce internal office documents.

  • To create an XML file of your CSA client list for subsequent import into ToolBox CS, click the ToolBox CS button within the Populate CS Applications group box on the Miscellaneous tab of the Help > Repair dialog within CSA.

    Note: For additional information, open the help browser in ToolBox CS, click the Search button, and search on Importing a client list.

  • Using ToolBox CS v.2007.1.1 or higher, you can export amortization data from the Custom Loan Payment Schedule as an XML file to have available for automatic use within your Creative Solutions Accounting software.

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