New Engagement Document > External 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.

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The New Engagement Document - Create page of the Create Workpaper wizard enables you to select an existing Word, Excel, or other file type to add to the engagement.

Choose File > New > Document and click the External tab to select the external file and to specify the file type and trial balance treatment options.

Fields & buttons

Trial Balance (for Excel and Word documents only)

Related topics

Inserting a new engagement document

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