Information about Creative Solutions Accounting expired licenses

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Your Creative Solutions Accounting (CSA) licenses (excluding Engagement CS) will permanently expire on March 1, 2017, and cannot be renewed under any circumstances. For detailed information about how this will affect you, see CSA license expiration 2017 - frequently asked questions. Note that the March 1, 2017, date does not apply to Engagement CS licenses. Your Engagement CS license will expire at the end of your normal cycle, and you will still be able to renew those licenses as usual, even after the other CSA licenses expire.

Note: The desktop version of Client Bookkeeping Solution (CBS), will continue to function as normal after this date. However, you will no longer be able to retrieve the client’s data into CSA after the grace period, and support for CBS will not be available.

Licensing options

We offer two types of licensing for the CS Professional Suite® Accounting Products (CSA): Perpetual or Annually Renewable. Neither of these licenses is currently available for purchase, except for Engagement CS.

Questions about licensing should be directed to Customer Service.

As the Engagement CS license expiration date approaches

As that expiration date for your Engagement CS license approaches, our Customer Service team will send you an invoice and a reminder that your renewal time is approaching, along with information about renewal options available to you.

Renewing your Engagement CS license

When your firm is ready to renew its Engagement CS license, you have several main options.

Updating Engagement CS Information

The Engagement CS update 2017.0.0 released on January 10th 2018 included:

If you use Payroll CS and Write-up and are, also, licensed for Engagement CS and apply this update, you will lose the limited functionality for Payroll CS and Write-up CS. Before applying the 2017.0.0 update, you should keep a separate installation of Creative Solutions Accounting and not update Engagement CS on that installation.

Product limitations after license expiration

The following tables list the product limitations to expect beyond the extended grace period (ending December 31, 2017) after your Annually Renewable license has expired.

You must have the CSA platform version 2016.0.4 installed to take advantage of the extended grace period.

Note: The CBS client licenses never expire. However, with an expired Accountant’s Assistant license and/or Payroll Compliance module license, the accountant would not be able to retrieve the CBS client’s exported data after the grace period concludes.

Program function Product limitations after license and grace-period expiration
All CBS client modules Available.
Program function Product limitations after license and grace-period expiration
Change to a different processing period Not available.
Convert client data from other software applications Not available.
Set up report profiles from the Print dialog Available.
Print reports, client documents, and Financial Statements Available.
Export reports via the Utilities > Export command Available.
Print or preview the client listing Available.
Create or modify and print transmittal letters Available.
Print mailing labels Available.
Transfer data between clients Available.
Network access for users of CSA Available with an expired network license but with a limit of 24 users.
Open and use CS Connect™ Available. (Allows access to software updates that apply to the product year for which you are licensed, but does not allow you to download expired license files.)
Program function Product limitations after license and grace-period expiration
Set up multiple journals Available.
Set up locations/departments in the Chart of Accounts Available.
Record GL transactions Available. However, if you have an up-to-date license for Trial Balance CS® but have not yet renewed your license for Write-Up CS, you can enter no more than 10 GL transactions.
Record special type journal entries Available, but the user cannot see the full effect of special type journal entries (such as tax adjusting, reversing, recurring, or recurring templates) because the user cannot change the processing period with an expired version of the software.
Set up automatic journal entries Available, but the user cannot see the full effect of automatic journal entries because the user cannot change the processing period with an expired version of the software.
Record adjusting journal entries Available.
Import generic files via the Utilities > Import commands Available.
Process bank reconciliations Available (includes advancing the statement).
Create and modify financial statements Not available.
Process after-the-fact payroll Available.
Set up employees Available.
W-2, 1099, and all state forms Not available.
Process Forms 940, 941, 943, 944, and 945 With an expired license for the Payroll Compliance module, processing is available for federal forms. However, because the period cannot be changed with an expired license, you would need to manually enter all YTD amounts in the earnings history for each employee; and some portions of report data that pull from payroll check dates (such as the 941 Sch B) would need to be corrected manually. Note that processing for state payroll tax forms is not available with an expired license.
E-file 940 / 941/ 944 & various state payroll tax forms Not available.
Export payroll data to govOne Solutions Not available.
Program function Product limitations after license and grace-period expiration
Import client data from CBS Not available. Note: The Payroll Compliance module must be renewed annually for Accountant’s Assistant features to be available beyond the renewal date.
Import client data from BusinessWorks, Microsoft Office Accounting, Peachtree, Paychex, or QuickBooks Pro Available (maximum of one time for all products).
Program function Product limitations after license and grace-period expiration
Process live, calculating payroll for clients Not available.
Set up checkbooks Available.
Set up payroll departments Available.
Set up employee templates Available.
Set up employees Available.
Set up vendors Available.
Set up check printing fees Available.
Enter payroll checks Available.
Print calculating payroll checks Not available.
Enter and print vendor checks Not available.
Print reports Available, but (because printed checks display a zero net amount) reports based on payroll check information, such as the Payroll Journal, may not include correct information.
W-2, 1099, and all state forms Not available.
Process Forms 940, 941, 943, 944, and 945 With an expired license for the Payroll Compliance module, processing is available for federal forms. However, because the period cannot be changed with an expired license, you would need to manually enter all YTD amounts in the earnings history for each employee; and some portions of report data that pull from payroll check dates (such as the 941 Sch B) would need to be corrected manually. Note that processing for state payroll tax forms is not available with an expired license.
E-file 940 / 941/ 944 & various state payroll tax forms Not available.
Program function Product limitations after license and grace-period expiration
Create ACH files Available only through the Prenote function.
Transmit ACH files

Not available. (With a fully licensed version of Payroll CS Direct Deposit, this function is handled either by InterceptEFT from within the program or by using the bank’s software.)

Disclaimer: InterceptEFT is an unaffiliated third party that some of our customers have engaged to provide direct deposit, tax payments, ACH processing, or credit card merchant services.

Program function Product limitations after license and grace-period expiration
Print reports Available, but the word “TRIAL” prints across each page of a custom payroll report.
Program function Product limitations after license and grace-period expiration
Remote Payroll Export Available, but an active portal site is required.
Program function Product limitations after license and grace-period expiration
Web Employee Export Not available.
Program function Product limitations after license and grace-period expiration
Set up or edit grouping schedules Available only for the first grouping schedule.
Set up tickmarks Available.
Set up consolidations Available.
Record adjusting journal entries Available but limited to 10 entries.
Import generic files via the Utilities > Import commands Available.
Import data from spreadsheets Available.
Process tax exports to Lacerte, ProSystem fx, or ProSeries Not available.
Create, modify, and print financial statements Available.
Program function Product limitations after license and grace-period expiration
Set up engagements Limited to two engagements.
Assign multiple staff members to an engagement Available, but with a limit of two staff members per engagement.
Roll forward an engagement Not available.
Convert financial statements and workpapers from GoSystem® Audit or GoSystem® Fund Not available.

Financial Analysis CS®

Program function Product limitations after license and grace-period expiration
All program functions Not available.

Integration with other CS Professional Suite software

Program function Product limitations after license and grace-period expiration
FileCabinet CS® Available, but the word “Expired” prints on each page of any document printed directly from FileCabinet CS.
Fixed Assets CS® Available.
UltraTax CS® Available.
Data-sharing features with non-CSA products in the CS Professional Suite Not available.

Internal notes


To verify the type license go to Flash > CSI Products > License Column:

Unlimited = Perpetual

AnnRen = Annual Renewable

Note: For Client Bookkeeping Solution (CBS), Intercept EFT will continue to work as long as CBS continues to function. We will not support Intercept issues after 6/1/17 even if it is still functions within CBS.

Financial Analysis CS - This application is not part of the CSA program. It is (was) an entirely separate program, and therefore not part of the grace period extension. There is not an application that Thomson Reuters offers which Financial Analysis customers can transition to.

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