Changing to the next processing period

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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.

Client data for up to two years is automatically retained by the application - the current year plus the previous year.

To advance to a new processing period, choose Select Period to Process from the File menu, or click the Select product button on the toolbar.

Special notes for processing payroll clients

See also: Select Period to Process [File menu]

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