Sample financial statements

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 sample financial statements are already available with the Write-Up CS or Trial Balance CS software, which you may use or copy and modify as necessary for your own clients.

See also: Editing financial statements, overview

Global sample statements

Client sample statements

See also

Financial Reporter Tutorial (PDF)

Sample Statements and Chart Examples (PDF)

CSA Guide to Working with Location > Department Clients (PDF)

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