Write-Up CS client templates

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The client templates available with the CSA software use a Chart of Accounts specific to their purpose, with account groups assigned accordingly.

CSACC01 Accounting Template
This client template contains sample accounts set up for an accounting firm, including revenue accounts for Write-Up Services (4060) and Tax Services (4200).

CSARC01 Architecture Template
This client template contains sample accounts set up for architecture clients, including expense accounts for Blueprints and Photostats (6080) and Proposals (6670).

CSCON01 Construction Template
This client template contains sample accounts set up for construction clients, including expense accounts for Bid Deposit (6070) and Subcontractors Expense (6750).

CSCON02 Consulting Template
This client template contains sample accounts set up for consulting clients, including expense accounts for Practice Development (6615) and Consulting Expense (6655).

CSLEG01 Legal Template
This client template contains sample accounts set up for legal clients, including revenue accounts for Litigation Fees (4070) and Real Estate Services (4080).

CSMED01 Medical Template
This client template contains sample accounts set up for medical clients, including a revenue account for Patient Fees (4070) and an expense account for Malpractice Insurance (6415).

CSRES01 Restaurant Template
This client template contains sample accounts set up for restaurant clients, including revenue accounts for Beverage Sales (4060) and Food Sales (4065) and expense accounts for COGS- Beverages (5040) and COGS- Food (5050).

CSRET01 Retail Template
This client template contains sample accounts set up for retail clients, including an asset account for Noncompetition Agreement (1660).

CSSER01 Service Business Template
This client template contains sample accounts set up for service business clients, including a revenue account for Services (4020).

Related topics

Sample clients overview

Write-Up CS sample clients

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