Insert Engagement Document - Custom Workpaper > Account Information

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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 select the Chart of Accounts subset that you wish to use to display your account information on the custom worksheet.

Special information

Fields & buttons

Individual Accounts (option)

Account Groups (option)

Grouping Schedules (option)

Related topics

Entering GL account information

Setting up a Chart of Accounts for a Write-Up CS or Trial Balance CS client

Creating the Chart of Accounts for a Trial Balance CS client

Assigning grouping schedule codes to a Trial Balance CS client's accounts

Creating grouping schedule codes and subcodes for a Trial Balance CS client

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