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. 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.

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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