Wrap Up > Process Unfiled Documents

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

This page of the Wrap Up wizard lists the reference number and name of any workpapers that have been printed to the engagement via the Engagement CS Print driver and have not yet been filed in the current engagement.

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

Note: The Process Unfiled Documents page of the Wrap Up wizard does not appear during the Wrap Up if there are no unfiled documents in the current engagement. See, Filing a document or workpaper sent to the engagement via the Engagement CS print driver for details.

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Related topics

Process Unfiled workpapers [File menu]

Filing a document or workpaper sent to the engagement via the Engagement CS print driver

Wrap Up [Tasks menu]

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