Select Documents to Disconnect

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

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 mark the checkbox next to each engagement, folder, and Excel and/or Word workpaper in the Select Documents dialog to perform one of the following engagement functions:

The Select Documents dialog displays all folders with Excel and Word workpapers available for disconnection from the Master Client Data (MCD) or Local Client Data (LCD). In addition, documents that are outdated in the engagement appear in red in the tree view. For details, see Refreshing engagement documents on demand.

See also: Reconnect [Tasks menu]

Share This