Workpaper Properties dialog

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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.

The Workpaper Properties dialog enables you to view all information pertaining to a specific workpaper and designate the name and reference for the currently selected workpaper. You can also specify roll forward treatment of a workpaper, assign the workpaper to a specific staff member, track signoffs, and view the history of the current workpaper.

Highlight the document or workpaper in the Tree View window, press the F3 button, or right-click to open the context menu, and then choose Properties.

In the Workpaper Properties dialog you can do the following:

Note: You cannot modify the properties for the selected workpaper if it is assigned to another team member in the current engagement.

Special information

Fields & buttons

Related topics

New Engagement - Properties

Engagement Properties [File menu]

Signing off a document

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