Using the CSA Home Page

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 Home Page for the CS Professional Suite Accounting Products software provides useful client, firm, and product-specific information in one easy-to-view area. It provides links to frequently used commands, and it can also inform you when program updates are available via CS Connect and when payroll tax forms become available and approved for filing. You can also view your electronic filing (ELF) transmission status and access ELF reports.

The Home Page appears by default only when you start CSA, and it closes when you first open a client.

Home Page button To open the CSA Home Page at any time, click the Home Page button at the far right of the toolbar.

To change the default setting for when the CSA Home Page is to be displayed automatically, choose Setup > User Preferences. On the System tab of the User Preferences dialog, select one of the following options from the drop-down list in the Display the Home Page field:

CS Connect button For the Home Page to refresh with the latest notices, updates, and ELF status, you must have both the Direct (LAN) connection to Internet and Internet connection is always online options marked in the Communication Setup dialog for CS Connect. To enable those settings, open the Communication Setup dialog by clicking the CS Connect button in the upper-right corner of the CSA Home Page, click those two options, and then click OK.

CSA Home Page features

You can expand or collapse the items in each section of the CSA Home Page by clicking the double arrows in the section headings. Click the + sign next to an item to view additional information for that item.

The CSA Home Page includes the following sections.

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