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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Use the Other tab of the New Document dialog to add external documents, reports, or document references to the current engagement.
Choose File > New > Document and click the Other tab to choose one of the following options.
Options
Document from an existing client
CSA Financial Statement, Transmittal Letter, or report
GoSystem Audit/Fund financial statement or workpaper
Confirmation reports from Capital Confirmation
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