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Solutions Magazine: Tips & Tactics

Take a look at popular articles featuring users of our software and services, hot industry topics, and helpful tips and tactics for your CS Professional Suite software. You can filter posts by feature articles or Tips & Tactics articles and view only what is relevant to you.

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Accounting CS: Finding Missing Account Numbers

It's easy to find missing account numbers in Accounting CS. Here's how

ToolBox CS: Available Calculators

Are you familiar with the many handy tools available in Toolbox CS? Tax calculators, forms, flowcharts, and more

Accounting CS Payroll: Setting Up Company Matching

Set up 401(k) deduction matching for your clients' employees.  What you need to do.

Planner CS: Exporting an UltraTax/1040 Client into Planner CS

Export a client with just a few clicks.  Learn how

Payroll CS: Diagnostic Tool Tip

Need to view general ledger accounts assigned to an employee at the time when a payroll check was written? Here's what to do

Fixed Assets CS: Creating an Inventory

Do you need to create an inventory in Fixed Assets CS?  Here's how

Trial Balance CS: Importing Year-End Accounting Balances from Excel

You may occasionally need to import year-end balances. See why and how

GoSystem Tax RS: Suppressing Line Detail on Schedule K-1

A frequently asked question about GoSystem Tax 1065. Learn more


Write-Up CS: Quick Access to a Client's Financial Statements

How to produce copies of a client's financial statements on a short timetable. Three easy steps

NetClient CS: Customizing Email Notifications

Extend your firm's brand to the portal email notifications that you send to your clients.  How to customize your email notifications