New Client or Client Properties > Trial Balance tab

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

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 the Trial Balance tab of the New Client dialog or the Client Properties dialog to specify setup information for a (non-GL) Trial Balance client. Properties available from this dialog include: processing and period options, years of balances and transactions to save, and choice of entity type.

From the CSA main window, choose File > New Client or File > Client Properties and then click the Trial Balance tab.

Note: The Trial Balance tab appears only if the General Ledger module has not been selected for processing the client. Certain fields are available only if both Trial Balance CS and Engagement CS are selected for processing the client.

Fields & buttons

Share This