Client data can be entered from scratch or transferred from an existing CSA client

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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.

If you are not converting or importing client data from another application or file, you can use either of the following methods (or a combination) to set up your new client in CSA:

First complete the required information in the File > New Client dialog, and then follow the setup steps outlined in the New Client Setup dialog that opens automatically.

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