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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

A number of financial statement samples have been included within CSA. Before creating a new statement from scratch, you should view some of the sample statements to get an idea of what a completed statement looks like. Note that you may modify these pre-formatted statements to suit your own needs.

There is no one right way to create a financial statement from scratch, so we have provided information for you in a proposed sequence that describes the processes that you will use when creating statements.

This same basic procedure should be followed when modifying an existing statement.

Return to Editing financial statements - overview

Related topic: Creating and editing financial statements

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