Roll Forward > Workpaper Settings

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

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.

Use the grid in the Workpaper Settings page of the Roll Forward wizard to select the Roll Forward treatment for each workpaper in the engagement. For any workpaper listed in the grid you may choose to include, exclude, replace from selected engagement, or replace from PPC Template.

Choose File > Roll Forward.

Changes made on the Workpaper Settings page of the Roll Forward wizard do not change the roll forward settings for the workpapers in the original engagement. Only the new engagement retains the new settings.

Fields & buttons

Related topics

Procedures in Engagement CS

Roll Forward [File menu]

Share This