Wrap Up [Tasks menu]

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Use the Wrap Up wizard in Engagement CS when you are ready to retrieve, organize, and clean up engagement files during the wrap up process. The Wrap Up wizard allows you to secure all the appropriate documents, workpapers, and checklists in the master engagement. All steps within the wizard need to be completed for an engagement to be considered wrapped up.

Choose Tasks > Wrap Up to open the Wrap Up wizard.

Special information

Related topics

Wrap Up - Open Review Notes

Wrap Up - Delete Review Notes

Wrap Up - Potential Journal Entries

Wrap Up - Process Unfiled Documents

Wrap Up - Workpaper Signoffs

Wrap Up - Workpaper Removal

Wrap Up - Engagement Cleanup

Wrap Up - Summary

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