Open Engagement Client [File menu]

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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.

Before you can begin entering or modifying data for an existing engagement client, you first need to open that client's database file.

From the Engagement CS main window, choose File > Open Engagement Client, and then double-click the client you wish to work with.

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