Adding Trial Balance CS for an existing Write-Up CS client

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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.

  1. In the File > Client Properties dialog, click the Add/Remove Module(s) button.
  2. In the Add/Remove Module(s) dialog, mark the Trial Balance CS checkbox and then click OK to return to the Client Properties dialog.
  3. Click OK.

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