Add-in applications

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Refers to utility applications, drivers, and other applications added to a primary application, such as Microsoft BookShelf in Word or the Analysis ToolPak in Microsoft Excel.

Note: When a Microsoft Word or Excel application is launched from within Engagement CS, the application provides a convenient add-in menu and toolbar (Excel-only) that allows you to work with and link data from the engagement client in CSA.

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Adding workpapers with existing Excel templates or add-in applications

Adding workpapers with existing Word templates or add-in applications

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