Transfer File Destination dialog

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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.

After you have completed updates in the engagement from the Local Client Data (LCD), you can choose to send selected engagement documents to another staff member working in the LCD or send the whole engagement back to the Master Client Data (MCD) via a transfer file.

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