New Engagement Document > Excel/Word tab

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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.

The Excel/Word tab of the New Document dialog enables you to select a type of Excel or Word workpaper to insert into the current engagement which can be linked to the client's trial balance.

Choose File > New > Document, click the Exce/Word tab of the New Document dialog, and click one of the workpaper options.


Related topics

Inserting a new engagement document

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