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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 staff in charge of the Master Client Data (MCD) and staff members working in the Local Client Data (LCD) can create a transfer file to send to other staff members in the field or back to the MCD. The transfer file is copied to a folder on a shared network location or removable media. The staff in charge or another staff member working in the field can be received back into the Master Client Data (MCD) or Local Client Data (LCD).

Choose Tasks > Send Documents.

Special information

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Related topics

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

Receive Documents [Task menu]

Procedures in Engagement CS

Reassigning a checked-out workpaper or document

Refreshing engagement documents

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