New Engagement > Properties

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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.

Use New Engagement - Properties page of the New Engagement wizard to specify the name, description, beginning and end dates, and other general information about the engagement.

Choose File > New > Engagement and select one of the following options: Create from a template or Create a blank Engagement. Click the Next button to proceed through the New Engagement wizard to open the Properties page.

Fields & buttons

Related topics

Adding a new engagement

Engagement Properties [File menu]

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