Inserting a new engagement document

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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.

There are several types of documents that you can add to an engagement.

  1. Choose File > New > Document to open the Create Workpaper wizard.
  2. Select one of the following document types to add to the engagement:
    • Custom Excel Workpaper
    • Document from your PPC Library
    • Document from an existing client
    • Existing file (Excel, Word, and other file)
    • CSA Trial Balance Report
    • CSA Financial Statement, Transmittal Letter, or report
    • Document Reference
    • Blank Excel or Word workpaper
    • Scan Image
  3. Click the Next button to proceed in the Create Workpaper wizard.


  • All documents, except for PDF documents and Excel workpapers are inserted into a Word workpaper in Engagement CS. This allows all documents to have a read/write copy (MS Word, Adobe, or MS Excel) format and a read-only copy. In addition, workpaper properties can also be included in Word workpapers.
  • You can also use the drag-and-drop method to insert documents into an engagement. See Dragging and dropping a document into an engagement.

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