Setting up a client in CSA

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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.

/_images/acct_pr/csa/marked_checkbox_shg.gif Write-Up CS Write-Up CS
Including after-the-fact payroll

From the CSA main window, begin by choosing File > New Client and selecting the General Ledger module, the Payroll Compliance module, and the Financial Reporter module.

Click any portion of the diagram below to see more details about the initial steps for client setup.

Write-Up CS including Existing client data New client data Client properties Chart of Accounts setup Additional setup tasks


If you are setting up a Client Bookkeeping Solution (CBS) client, certain setup limitations exist (for the Chart of Accounts mask, for example) and additional setup steps are required.

See also: Chart of Accounts setup (for a Write-Up CS client)

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