PDFs for Tax Code Listing or Diagrams for Chart of Accounts Setup in CSA

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The following PDFs are to guide Write-Up CS or Trial Balance CS users who will transfer client account balances to UltraTax CS or to GoSystem Tax RS. You can view these guides using Adobe Reader, which enables you to search on keywords and to print individual pages, sections, or entire guides. (You can download and install the latest version of Adobe Reader from the Download page of the Adobe website.)

Click a link below to view a guide.

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