Roll Forward

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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.

Use the Roll Forward capability in Engagement CS to create a new engagement in the new period based upon the current engagement.

Notes
  • Engagement dates are changed, workpaper signoffs, history, and notes are not carried forward into the new engagement.
  • Engagement workpapers will be included, excluded or replaced based on the Roll Forward status in the Workpaper Properties. Note that the status of the individual workpapers can be overridden on the Roll Forward - Workpaper Settings page of the Roll Forward wizard.

Return to Working in Engagement CS: Overview

Related topic: Roll Forward [File menu]

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