Insert Engagement Document - Custom Workpaper > Grouping Scheds Acct Grid

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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.

On this page of the Create Workpaper wizard you can mark the appropriate checkbox(es) to select the individual codes(s) that you wish to display on your workpaper based on how the client's Chart of Accounts is set up in CSA. You can also choose to include subcodes, account detail, or both.

Choose one of the options in Grouping Schedules grid based on codes and subcodes that have been defined for the client in CSA, and then mark the checkbox(es) to include subcodes and/or account detail.

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Related topics

Workpaper Check Balance Diagnostic in Excel

Creating the Chart of Accounts for a Trial Balance CS client

Entering GL account information

Setting up a Chart of Accounts for a Write-Up CS or Trial Balance CS client

Assigning grouping schedule codes to a Trial Balance CS client's accounts

Creating grouping schedule codes and subcodes for a Trial Balance CS client.

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