Wrap Up > Workpaper Removal

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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.

This page of the Wrap Up wizard displays a list of the workpapers that have been marked for deletion during Wrap Up on the Workpaper Properties dialog. You can confirm the removal of any personal document, memo, or other item that should not be included with the final version of the engagement.

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

Notes

  • If you unmark the checkbox in the Delete column of the Workpaper Removal grid, that choice will override the Delete during Wrap Up option marked in the Workpaper Properties dialog, but will not change it.
  • The Workpaper Removal page of the Wrap Up wizard does not appear during the Wrap Up if there no workpapers were marked for Delete during Wrap Up on the Workpaper Properties dialog.

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Related topics

Wrap Up [Tasks menu]

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