Wrap Up > Open Review Notes

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 Open Review Notes page of the Wrap Up wizard contains a grid that lists the reference number and name of any engagements, folders, and workpapers within the engagement that contain open review notes.

Choose Tasks > Wrap Up.


  • The Open Review Notes page of the Wrap Up wizard does not appear if there are no open notes in the current engagement.
  • You can click Next to clear all open notes or you can click Cancel to discontinue the Wrap Up process.
  • You can click the Notes Diagnostic Report button on the Wrap Up - Open Review Notes page of the wizard to open the Notes Diagnostic Report dialog.

See also: Wrap Up [Tasks menu]

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