Receive transfer files

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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 transfer file contains engagement data that is assigned from the staff in charge of the Master Client Data (MCD) or from a staff member working in the Local Client Data (LCD).

Choose Tasks > Receive Documents to receive the engagement data from the Master or another staff member in the field that available at a shared network location, or copied to removable media.

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