Signoff Types [Setup menu, System Configuration]

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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 Signoff Types dialog enables you to define up to five types of signoff designations to use for engagements or documents. A Preparer (Type 1) and a Reviewer (Type 2) signoff type are already provided by default (and cannot be renamed), and you may define up to three additional signoff types.

From the CSA main window or from the Engagement CS workspace, choose Setup > System Configuration > Signoff Types. Highlight an optional type (Type 3, 4, or 5), click the Edit button, and then enter a unique name or description for the signoff type.

Fields & buttons

Related topics

Customizing signoff types

Signing off one or more documents

Workpaper Properties > Signoff dialog

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