Adding a new engagement

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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.

Follow these steps to add a new engagement in the New Engagement wizard.

Be sure to set up the appropriate staff information on the Staff tab of the Setup > System Configuration > Administration dialog prior to adding a new engagement. You can make further changes to the individual staff members at the engagement level when you set up the properties of the new engagement in the New Engagement wizard. (See Assigning staff privileges in a new engagement.)

  1. In Engagement CS, choose File > New > Engagement to open the New Engagement wizard - Start page.
  2. Select one of the following options on the Start page of the New Engagement wizard:
    • Create from an existing Engagement
    • Create from PPC's e-Practice Aids
    • Create a blank Engagement
  3. Click the Next button to continue to the next page of the New Engagement wizard.
  4. Choose an existing client and engagement to copy from if you selected Create from an Existing Engagement.
  5. Click the Next button to advance to the Properties page of the New Engagement wizard.

Related topics

Setting up properties for a new engagement

Assigning staff to a new engagement

Assigning workpapers in a new engagement

Assigning staff privileges in a new engagement

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