New Engagement Document > Properties

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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.

To insert the new engagement document in the current engagement you must provide the following information on the Properties page of the New Engagement Document wizard:

Choose File > New > Document to open the New Document dialog. Choose an option from one of the available tabs to select a type of document to insert in the engagement. Click the Continue button to make further choices (depending on what option you selected). The last page of the Create Workpaper wizard is the Properties page.

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Inserting a new engagement document

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