Using the Engagement CS toolbar in Excel

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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 Engagement CS Variable toolbar appears below the main Excel toolbar(s) when Excel is launched from Engagement CS. With this toolbar you can create CSA formulas that link directly to the CSA client data for which you are creating the workpaper.

Click the button to the right of each variable field on the Engagement CS Variable toolbar to open the associated drop-down menus.

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