Running the Impound Client Balance Report

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

You can print a Client Balance Report for the current client or for all clients. This report lists the impound transactions from the last time a client balanced as well as the reserve amount, if one was entered.

  1. Choose Utilities > Impound Reports > Impound Client Balance Report and then select either the Current Client or the All Clients option.
  2. In the Import Client Balance Report dialog, click the Printer button.

See also: Impound overview and procedures

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