Insert Engagement Document - Custom Workpaper > Column Definition

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

On this page of the Create Workpaper wizard you can define columns for the custom worksheet or cash flow statement that you are creating by choosing one of the available column types.

See also: Defining columns in the Create Workpaper wizard

Special information

Note: 990 clients have slightly different cash flow lines and these differences are reflected in the Excel worksheet that is created. For details, see Indirect > Direct Cash Flow Worksheet.

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Inserting a new engagement document

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