Trial Balance Report (Trial Balance CS)

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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.

The Trial Balance Report for a Trial Balance CS client lists the balance for a selected basis type for each account. You may choose sort order, detailed or summary format, and ranges of data including current and prior periods. You may also optionally include tickmarks, workpaper reference, zero balance accounts, and separate debit/credit columns.

Open the File > Print Reports dialog by using one of the following methods: (1) clicking the Print button on the toolbar, (2) clicking the Print Reports icon on the shortcut bar, (3) choosing Print Reports from the File menu, or (4) pressing the CTRL+P shortcut keys. On the Reports tab in the Print dialog, double-click Trial Balance to move this report to the Selected pane. With Trial Balance still highlighted, click the Options button to open the print options dialog for this report.

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Special information

Print options

Print options for a report may be saved as part of a report profile. Otherwise, print options automatically revert to their default settings when you unselect a report for printing or exit the Print dialog (unless the Save report options checkbox is marked in the Print tab of the Setup > User Preferences dialog).

General tab

Loc/Dept Selection tab
(available only when the Chart of Accounts mask includes locations and/or departments)

Font tab

Typeface/Size

Page Layout tab

Page Layout and Page Orientation

See also: Trial Balance CS reports


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