Trial Balance CS reports

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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.

Trial Balance CS includes a variety of standard reports. Each report includes print options from which you can choose to make the report presentation fit your specific needs.

Open the File > Print Reports dialog by using one of the following methods: (1) clicking the Print button on the toolbar, (2) clicking the Print Reports icon on the shortcut bar, (3) choosing Print Reports from the File menu, or (4) pressing the CTRL+P shortcut keys. On the Reports tab in the Print dialog, double-click each report that you want to print or preview.


  • To force the application to print the selected report in landscape (rather than portrait) format, mark the Force landscape printing of report checkbox on the Font tab of the report Options dialog.
  • Selected print options for a report may be saved as part of a report profile; otherwise, they will be saved only if the Save report options checkbox is marked in the Print tab of the Setup > User Preferences dialog.

Available reports

Account Changes Report

Adjusting Journal Entry Report

Chart of Accounts Report

Client Information Report

Financial Statement Setup Listings

Financial Statement Worksheet

Grouping Schedule Report

Tax Reconciliation

Tax Code Report

Trial Balance Report

Trial Balance Grid Report

Trial Balance Variance Report

Trial Balance Worksheet (Trial Balance CS)

Tax Code Worksheet Report

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