Closing the Trial Balance period to the next year

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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.

By default, a Trial Balance CS -only client is annual and has only one period. If you have closed this year before, some of the steps below will not apply because you have already specified those options.

  1. Choose File > Select Period to Process.
  2. Click Close to Next Year.
  3. The Period End Dates dialog will appear. Choose the period end dates for the next year. The application will automatically default the date based on the client's properties. To modify the date, highlight the part of the date you want to modify and click the small up > down arrow. To view a calendar, click the large down arrow.
  4. Click OK to accept your entries and complete year-end closing.

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