Working in Engagement CS, overview

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Engagement CS

This diagram provides an overview of the processes involved in creating, organizing, reviewing, and completing an engagement using Engagement CS in CSA. Click any portion of the diagram to see more detailed information.

Set up group & staff privileges Client setup steps PPC's practice aids New Engagement Wizard Existing engagement Send transfer file to LCD Receive transfer file from MCD Sync field data with master Create and organize workpapers Unsigned program steps and Notes reports Review workpapers Receive transfer file from LCD Send transfer file to MCD Wrap-up procedures Store engagement in FileCabinet CS or GoFileRoom Roll Forward Archive

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