Setting up a client in CSA

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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.

Before opening your client in Engagement CS it is important to set up your client in CSA, and to set up your trial balance data for use in Engagement CS.

Note: You can also choose to enable multi-staff functionality in Engagement CS to allow more than one staff member to access the Master Client Data (MCD) at one time. (See Multi-staff functionality in Engagement CS - Overview.)

Return to Working in Engagement CS: Overview

Related topic: Setting up a new Trial Balance CS client

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