Sending reports, checks, invoices, engagement binders, and payroll tax forms to FileCabinet CS

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

From the Print dialog in Accounting CS you can send reports, checks, invoices, engagement binders, and payroll tax forms directly to FileCabinet CS into specific folders based on the content of the report and the report type.

Client reports and letters

Report profiles

Report profiles printed to FileCabinet CS will use the date setting (see above) of the first document in the profile.

See also: Report Designer: Letters printing to FileCabinet CS based on the system date

Firm Reports

Checks

Invoices

Engagement binders

Engagement binders are sent to a folder in FileCabinet CS labeled with the Period Ending Date of the binder.

See also: Printing from the Workpapers Dashboard

Payroll Tax Forms

Related topic

Organizing FileCabinet CS documents by category

Internal notes


Please add any firms who would like the ability to specify where reports go in File Cabinet to IT 331378.

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