Setup guide

Set up

Accounting CS

If you'll use the application to electronically file payroll tax forms, submit your EFIN application summary.
Sign into
Accounting CS
for the 1st time with your Thomson Reuters Account then enter the following information:
Open Firm:
FIRM
Staff ID:
ADMIN
Password:
(leave blank)
note
If you previously opened this database and assigned a password, you'll need to enter that password.

Set your firm information

Enable firm security for your Accounting CS database. We recommend this so you and your staff sign in using your own unique credentials. You'll need to enable firm security in order to use Workpapers.
note
You'll need to close and re-open Accounting CS after you complete this step.
Enter your basic firm information, including identification numbers, address and contact information, and additional contacts for your firm.
Select your firm-level preferences, including your security preferences, data entry confirmation settings, and event tracking.
Learn more about event tracking.

Add staff and assign permissions

Set up security groups. We recommend that you create groups with permissions based on the roles or functions of each staff member.
Create staff accounts. The ID you choose will be the staff ID that your staff will use to access
Accounting CS
. We recommend that you use something familiar, so it's easy to identify staff throughout the application.
Assign staff to security groups to grant or deny access to various screens and features in
Accounting CS
.

Add clients

Select 1 of the following methods to add clients to
Accounting CS
:
Manual entry.
Client templates (requires that the templates are set up first).
Import basic client information from UltraTax CS (requires that your clients already exist in UltraTax CS).
Transfer setup information from an existing client record, using
Transfer Client information
.
tip
You can use processing notes to create a note or reminder when you're working on a specific client.
Enter basic client information, including identification numbers, address and contact information, and staff processor and reviewer assignments.
Set up the chart of accounts. You can set up a client's chart of accounts to be as simple or as complex as necessary. Each account number can be between 3 and 60 characters in length, and use up to 20 segments.
tip
If you use the same or similar chart of accounts for all of your clients, such as restaurant franchises or doctors with separate accounts under the same EIN, create a template with the chart of accounts before adding your clients.
If you use Workpapers CS, add an engagement binder to add documents to on the
Workpapers Dashboard
.

Additional set up for

Accounting CS Payroll