Process Unfiled Workpapers [File 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.

You can use the Engagement CS print driver available from the Print dialog in an external application like Microsoft Word or Excel to store images of workpapers directly in an existing engagement.

Choose File > Process Unfiled Workpapers to open the Process Unfiled Workpapers wizard.

The workpaper is immediately processed in the specific engagement that it was sent to when it is opened in Engagement CS and stored in the {Not yet filed} folder until you file it in another folder within the engagement.

Note: When you have the appropriate license and have PPC's SMART Practice Aids installed, you can send audit documents directly to the engagement via the {Not yet filed} folder.

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