If you choose to set up the Practice CS database from scratch rather than convert your current practice management data, the following topics provide guidelines and best practices for structuring and entering setup information into your database.

• Setting up the Practice CS database (a getting started guide)
• Populating Practice CS with client information from UltraTax CS
• Setting up and using templates for adding clients of similar types
• Understanding periods in Practice CS
• Entering beginning Work In Process and Accounts Receivable Balances
• Advancing, editing, and rolling back periods

This section includes topics about effectively managing your business with Practice CS.

• Processing checklist
• Locating data by searching, filtering, grouping, and sorting

This section includes topics that provide instructions for entering time and expenses in Practice CS.

• Entering time and expenses, even when your computer is not connected to a network (a walkthrough guide)
• Understanding dates when entering time and expenses and how they affect billing and reports
• Using timers to track your time
• Transferring Work In Process between clients or engagements

This section includes topics about billing your clients.

This section includes topics that provide instructions for entering and applying receipts, assessing service charges, and printing statements.

This section includes topics on how to find and produce the correct reports for your needs.

This section includes topics to help you maintain the integrity of your database and create safe backups.