Receive Documents [Tasks menu]

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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.

Staff in charge of the Master Client Data (MCD) or staff member(s) working in the field who have Engagement CS installed on their laptops or workstations connected to the local network can browse to the shared network folder or removable media where they can receive their assigned engagement files.

Choose Tasks > Receive Documents.

Special information

Fields & buttons

Related topics

Synchronizing with the Field Master Client Data or the Office Master Client Data

Send Documents [Task menu]

Procedures in Engagement CS

Reassigning a checked-out workpaper or document

Refreshing engagement documents

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