Roll Forward > Rename Workpapers

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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.

Use the Roll Forward - Rename Workpapers page of the Roll Forward wizard to rename the workpaper references and workpaper names as needed for the new engagement.

Choose File > Roll Forward to open the Roll Forward wizard, and proceed through the wizard until you open the Roll Forward - Rename Workpapers page of the wizard.

Note: Workpapers appear in the Rename Workpapers grid only if you choose to include or replace one or more workpapers from the Roll Forward - Workpapers Settings page.

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Procedures in Engagement CS

Roll Forward [File menu]

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