Wrap Up [Tasks menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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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