CBS client setup and processing overview

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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.

The following links provide information about setting up and processing a client who is or will be using CBS CheckWriter as well as any of the other CBS client modules - CBS PayCheck; CBS Accounts Payable; CBS Accounts Receivable; and CBS Financial Statements.

See also

Accountant's Assistant Handbook (PDF)

Diagram of CBS client setup dialogs in Accountant's Assistant

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