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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

When adding a new client in CSA, you can transfer certain information from an existing client (or from a template client) or you can begin entering the client setup data from scratch.

The New Client Setup dialog opens automatically when you click the OK button after adding information for a new CSA client in the File > New Client dialog. (The Display when adding a new client checkbox is marked as the default setting for this dialog.)

Special information

Fields & buttons

Information tab

To set up a new client by transferring setup information from another CSA client (or from a template client): Click the Transfer button on the Information tab of the New Client Setup dialog. (Or, for the CSA main window, you can choose Utilities > Transfer Client Information.)

Setup Checklist tab

To set up a new client from scratch: Before you begin processing for this client, you should complete the setup information in the order presented in this checklist. Each of the items listed corresponds to a dialog or window that is accessible from the Setup menu.

Highlight the first item in the checklist and then click the GoTo button, which opens the setup dialog for the type of item currently highlighted. When you have finished working in that setup dialog and have clicked the Done button, the New Client Setup dialog automatically opens so that you can continue with the remaining setup procedures.

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