New Engagement wizard

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Choose File > New > Engagement in Engagement CS to open the New Engagement wizard. Select one of the following options in the New Engagement wizard to set up an engagement:

Return to Working in Engagement CS: Overview

Related topic: Adding a new engagement

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