Balance Definitions [Setup 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.

Use the Balance Definitions dialog to edit the three of the four types of balances, Report, Tax, or Other (Report, Tax and Other are three of the five reporting bases used in reports and financial statements for Trial Balance CS clients). In theView Maintenance dialog, you can select balances defined in this dialog to display in theTrial Balance window.

Choose Setup > Balance Definitions.


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