Impound Client Balance Report [Utilities menu, Impound Reports]

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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 Impound Client Balance Report can be run for all or selected clients and with several options to meet your needs. This report lists impound transactions in a variety of different ways. It will also report the reserve amount for a client if one was entered.

From the CSA main window, choose Utilities > Impound Reports > Impound Client Balance Report.

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Tabbed pages in this dialog

General tab

Client Selection tab

Description Selection tab

Font tab

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Page Layout tab

Page Layout and Page Orientation

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