Engagement CS sample clients

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

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.

When you are licensed for Engagement CS and choose the option to install the sample clients, you can use the following sample client along with the Trial Balance CS sample clients.

CSENG01, Engagement CS Sample Client
This client is used as a sample client for the Engagement CS Tutorial (PDF).

CSENG02, Engagement CS Sample Client #2
This client can be used as a reference for setting up a tax engagement client. It includes a sample tax engagement and examples of tax workpapers.

CSGOV1, Governmental Sample Client
This client can be used as a reference for setting up a governmental client. The Chart of Accounts is set up using locations and departments to illustrate accounting for different government funds. It includes sample financial statements compliant with GASB 34.

CSNON02, Nonprofit Sample Client #2
This client can be used as a reference for setting up a nonprofit client. The Chart of Accounts is set up using locations and departments to illustrate accounting for different government funds. It includes sample financial statements compliant with GASB 34.

Related topics

Sample clients overview

Write-Up CS sample clients

Payroll CS sample clients

Trial Balance CS sample clients

Share This