Inserting a Word document into a transmittal letter 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.

When editing a client document using the Transmittal Letter Editor in CSA, you can insert a short Word document into the letter by doing the following:

  1. From the CSA main menu, choose Setup > Transmittal Letter.
  2. Choose File > New Letter (to create a new document) or File > Open Letter (to open an existing document).
  3. Choose Insert > Object.
  4. In the Insert Object dialog, click Create from File and then browse to the folder location where the Word document is stored and click OK.

This feature works well when inserting a single-page document only. If you were to insert a multi-page Word document into the transmittal letter, only the first page would appear when you print it.

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