Opening Word documents in Engagement CS

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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.

You can open Microsoft Word directly in Engagement CS to give you the functionality of Word from within the Engagement CS workspace. The engagement workspace also provides additional menu options and toolbars that are specific to the application.

Follow these steps to open a Word workpaper from within Engagement CS.

  1. Select a Word-based workpaper from the Tree-view window in Engagement CS.
  2. Right-click to open the context menu and choose Open to launch the Word application within Engagement CS.

Note: The Word document that you choose must be assigned to your staff ID in order for you to open it in Engagement CS.

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