Insert CSA Document 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.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Engagement CS enables you to insert any of the standard reports, financial statements, or transmittal letters from CSA directly into the current engagement.

Choose File > New > Document, click the Other tab, click the CSA Financial Statement, Transmittal Letter, or report option, and then click Continue. In the Reports tab of the Insert CSA Document dialog, select the reports to insert into the current engagement from the available list. Click the Insert button to make the selected reports available as a read-only documents in the current engagement.


  • You may preview or print any group of financial statements, transmittal letters, or reports from within Engagement CS.
  • Licensed users of FileCabinet CS: You can choose to send reports to FileCabinet CS.
  • When inserting multiple documents to Engagement CS from CSA, the documents are combined and appear as a single document.

Fields & buttons

Printer (checkbox) and/or Store image in (checkbox)

Related topics

Print Engagement [File menu]

Spooling reports for printing at a later time

Printing to FileCabinet CS

Printing reports to a file

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