Process Unfiled Document > 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.

To insert the unfiled document in the current engagement you must provide the following information on the Properties page of the Process Unfiled Document wizard:

Choose File > Process Unfiled Workpapers to open the Process Unfiled Document wizard. Select to Move, Replace, or leave the selected unfiled document unchanged, and then click the Next button to make further choices based on the option selected.

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