Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
When you are licensed for Engagement CS and choose the option to install the sample clients, you can use the following sample client along with the Trial Balance CS sample clients.
This client is used as a sample client for the Engagement CS Tutorial (PDF).
This client contains:
- Chart of Accounts mask - CCCCCCC.CCC
- Chart of Accounts - three-digit account numbers
- Account groups
- Sample financial statements
(Includes a comparative basis income statement comparing net income between each of the accounting bases - unadjusted, adjusted, report, tax, and other.)
- Sample adjusting journal entries
- Sample grouping schedules, including sample grouping code categories for the Leadsheet Schedule
- Sample transmittal letters
- Sample engagement
- Sample Excel and Word workpapers
This client can be used as a reference for setting up a tax engagement client. It includes a sample tax engagement and examples of tax workpapers.
This client can be used as a reference for setting up a tax engagement client. It includes a sample tax engagement with examples of tax workpapers.
This client contains:
- Chart of Accounts mask - CCC-CC
- Chart of Accounts - five-digit account numbers including a dash used as a separator
- Account groups
- Sample adjusting journal entries, including tax adjustments by tax code
- Sample grouping schedules, including sample grouping code categories for the Leadsheet Codes schedule
- Sample tax engagement
- Sample Excel and Word workpapers
This client can be used as a reference for setting up a governmental client. The Chart of Accounts is set up using locations and departments to illustrate accounting for different government funds. It includes sample financial statements compliant with GASB 34.
This client contains:
- Chart of Accounts mask - LDDCCCCCCC
- Chart of Accounts - ten-digit account numbers (combining accounts contain seven digits)
- Multiple locations and departments
- Account groups
- Account balances and budget balances
- Sample financial statements compliant with GASB 34
(statements are broken out by governmental activities, business-type activities, and by major funds)
- Trial Balance information (if you are licensed for Trial Balance CS)
- Engagement information (if you are licensed for Engagement CS)
This client can be used as a reference for setting up a nonprofit client. The Chart of Accounts is set up using locations and departments to illustrate accounting for different government funds. It includes sample financial statements compliant with GASB 34.
This client contains:
- Chart of Accounts mask - LDDCCCCCCC
- Chart of Accounts - ten-digit account numbers (combining accounts contain seven digits)
- Multiple locations and departments
- Account groups
- Account balances and budget balances
- Sample financial statements compliant with GASB 34
(statements are broken out by governmental activities, business-type activities, and by major funds)
- Trial Balance information (if you are licensed for Trial Balance CS)
- Engagement information (if you are licensed for Engagement CS)
Related topics
Sample clients overview
Write-Up CS sample clients
Payroll CS sample clients
Trial Balance CS sample clients