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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the Summary page of the Wrap Up wizard to preview and print a Wrap Up Summary Report, which lists general information, engagement dates, staff IDs, signoff information, history, open review note information, potential journal entries, and deleted workpapers. It also provides information about whether or not any Check In, Check Out, or backup files were deleted during the Wrap Up process.

There may be additional files related to the engagement that are stored in multiple locations, on multiple workstations, and/or stored on various forms of media, which will need to be deleted manually.

Choose Tasks > Wrap Up to open the Wrap Up wizard.

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Wrap Up [Tasks menu]

Wrap Up Summary Report

Workpaper Diagnostic Report

Notes Diagnostic Report

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