Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Use the Documents tab of the File > Print dialog to choose the transmittal letters and other client documents that you wish to print.
From the File > Print dialog, click the Documents tab. Double-click Client Documents to move it to the Selected pane. Highlight Client Documents in the Selected pane and then click the Options button to open the print options dialog where you choose the specific documents that you wish to print.
Note: To create or edit a transmittal letter, invoice, or other user-defined client document, choose Transmittal Letter from the Setup menu, or click the icon on the shortcut bar. You may save a transmittal letter as a client-specific document (in the selected client's own folder) or as a global document (available for any client, in the CSAData folder).
Fields & buttons
General tab
Mark the checkbox for each item that you wish to select for printing.
Note: To create or edit a transmittal letter, invoice, or other user-defined client document, choose Transmittal Letter from the Setup menu, or click the icon on the shortcut bar. You may save a transmittal letter as a client-specific documents (in the selected client's own folder) or as a global document (available for any client, in the CSAData folder).
Mark one or both of the following checkboxes to indicate the type of documents that you wish to appear in the selection pane on this dialog:
- Client-specific documents
- Global documents
Note: To create or edit a transmittal letter, invoice, or other user-defined client document, choose Transmittal Letter from the Setup menu, or click the icon on the shortcut bar. You may save a transmittal letter as a client-specific documents (in the selected client's own folder) or as a global document (available for any client, in the CSAData folder).
Choose one of the following options from the drop-down list:
- <ALL> (default selection)
- 1st payroll checkbook
- 2nd payroll checkbook
- nth payroll checkbook
Choose one of the following options from the drop-down list:
Current month (default selection)
This option refers to the calendar month of the check creation, not of the check date.
Current year
This option refers to the calendar year of the check creation, not of the check date.
Latest check date
Includes check records only with the latest check date and filters out any other check records.
Selected ranges
If you choose this option, you may also fill in one or more of the following starting and/or ending dates to limit the range(s) of printed or handwritten check records to include in the report:
- Check date: Start > End
- Period end date: Start > End
- Check number: Start > End
For a Payroll CS or after-the-fact payroll client only
Semi-Weekly depositor
To force the due date to be calculated according to the IRS Publication 509 instructions for semi-weekly depositors, mark this checkbox.
Otherwise, the due date calculation defaults to using the schedule for a monthly depositor.
For a Payroll CS or after-the-fact payroll client only
Due date
Specify the appropriate due date using the <MMDDYY> format.
Note: To force the due date to be calculated according to the IRS Publication 509 instructions for semi-weekly depositors, mark the Semi-Weekly depositor checkbox. Otherwise, the due date calculation defaults to using the schedule for a monthly depositor.
Deduction Selection tab
The Deduction Selection tab is applicable only when a client document that contains a deductions variable is selected on the General tab.