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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 Roll Forward features in Engagement CS enable you to copy an engagement to use as a starting point for the following year.

Note: If you are licensed for and working in PPC's SMART Practice Aids engagements, Engagement CS prompts you to roll forward SMART engagements after completing the roll forward process in Engagement CS.

Related topics

Roll Forward Options

Roll Forward - Engagement Properties

Roll Forward - Workpaper Settings

Roll Forward - Select Template Engagement

Roll Forward - Replace Workpaper

Select Replacement Workpaper

Roll Forward - Rename Workpaper

Roll Forward - Finish

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