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. 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.

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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