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Welcome to the Accounting CS Library!
The Accounting CS Library contains a number of custom reports, financial statements, and letters.
You can import these items from the Accounting CS Library portlet into the Accounting CS Report Designer by clicking the Import 
button. If you are viewing the Accounting CS Library in a browser, you can click the Import button to download the item, and then manually import it into the Accounting CS Report Designer. For more information, visit our Help & How-To Center.
Before you import any of these documents, verify that you’re using the latest version of the application.
| Title | Preview | Import | Updated |
|---|---|---|---|
Firm |
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| Billing ActivityFirm |  |
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10/10/2016 |
| Client Address Labels - Avery 5160Firm | |
|
10/10/2016 |
| Client Customer CountsFirm | |
|
08/01/2019 |
| Client Employee CountsFirm | |
|
08/01/2019 |
| Client Vendor CountsFirm | |
|
08/01/2019 |
| Client Workpaper CountsFirm | |
|
08/01/2019 |
| Missing W-2 InformationFirm | |
|
10/10/2016 |
| Staff Address Labels - Avery 5160Firm | |
|
10/10/2016 |
Accounting |
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| Account Groupings - Grouped by TypeAccounting | |
|
07/01/2017 |
| Chart of Accounts - Detailed - Two Account GroupingsAccounting | |
|
10/10/2016 |
| Deposit List - General Ledger SummaryAccounting | |
|
10/10/2016 |
| General Ledger - Grouped by Core AccountAccounting | |
|
10/10/2016 |
| Net Income WorksheetAccounting | |
|
10/10/2016 |
| Payment List - General Ledger SummaryAccounting | |
|
10/10/2016 |
| Transaction Date and Posting Period Mismatch WorksheetAccounting | |
|
10/10/2016 |
| Transaction List - Grouped by AccountAccounting | |
|
10/10/2016 |
| Transaction Notes ListAccounting | |
|
03/08/2018 |
| Trial Balance - Condensed - Grouped by Core AccountAccounting | |
|
10/10/2016 |
| Trial Balance - Condensed - Grouped by TypeAccounting | |
|
10/10/2016 |
| Trial Balance - Condensed - Zero Balance Accounts with ActivityAccounting | |
|
10/10/2016 |
| Trial Balance Worksheet - Grouped by TypeAccounting | |
|
07/01/2017 |
| Vendor Address Labels - Avery 5160Accounting | |
|
10/10/2016 |
Accounts Payable |
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| Open Payable and Payment List - CondensedAccounts Payable | |
|
10/10/2016 |
| Open Payable and Payment List - DetailedAccounts Payable | |
|
10/10/2016 |
| Vendor Activity - Condensed - With Discount Allowed and RemainingAccounts Payable | |
|
10/10/2016 |
Accounts Receivable |
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| Customer Activity - Condensed - With Discount Offered and RemainingAccounts Receivable | |
|
10/10/2016 |
| Customer Address Labels - Avery 5160Accounts Receivable | |
|
10/10/2016 |
| Open Invoice and Payment List - CondensedAccounts Receivable | |
|
10/10/2016 |
| Open Invoice and Payment List - DetailedAccounts Receivable | |
|
10/10/2016 |
| Sales Tax - Detailed - Optional Accounting MethodAccounts Receivable | |
|
08/01/2017 |
Payroll |
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| 940 WorksheetPayroll | |
|
01/31/2019 |
| 941 WorksheetPayroll | |
|
09/28/2017 |
| 7200 Worksheet - COVID-19Payroll | |
|
07/12/2021 |
| Average Payroll Cost WorksheetPayroll | |
|
12/29/2020 |
| Cash Requirements and Deposits - COVID-19Payroll | |
|
04/22/2021 |
| Cash Requirements and Deposits - Location and Department TotalsPayroll | |
|
10/10/2016 |
| Data Entry Worksheet - Grouped by Location and Department AllocationPayroll | |
|
03/01/2020 |
| Data Entry Worksheet - Grouped by Primary DepartmentPayroll | |
|
03/01/2020 |
| Data Entry Worksheet - Short FormPayroll | |
|
07/01/2017 |
| Data Entry Worksheet - Short Form - Grouped by Location and Department AllocationPayroll | |
|
07/01/2017 |
| Data Entry Worksheet - Short Form - Grouped by Primary DepartmentPayroll | |
|
07/01/2017 |
| Deduction Register - ColumnarPayroll | |
|
10/10/2016 |
| Deduction Register - Grouped by Location and Department AllocationPayroll | |
|
10/10/2016 |
| Depository Totals - COVID-19Payroll | |
|
04/22/2021 |
| Depository Totals - Grouped by Location and Department AllocationPayroll | |
|
09/01/2017 |
| EFTPS Payment Worksheet - COVID-19Payroll | |
|
04/22/2021 |
| EFTPS Phone Payment Worksheet - COVID-19Payroll | |
|
04/22/2021 |
| Employee Address Labels - Avery 5160Payroll | |
|
10/10/2016 |
| Employee Earnings - Grouped by Location and Department Allocation per EmployeePayroll | |
|
10/10/2016 |
| Employee Earnings - PortraitPayroll | |
|
10/10/2016 |
| Employee Earnings with Detailed Hours - PortraitPayroll | |
|
10/10/2016 |
| Employee Retention Credit SummaryPayroll | |
|
04/22/2021 |
| Payroll Journal - Condensed - Grouped by Location and Department AllocationPayroll | |
|
10/10/2016 |
| Payroll Journal - Detailed - Grouped by Location and Department Allocation - LandscapePayroll | |
|
10/10/2016 |
| Payroll Journal - Detailed - Grouped by Location and Department Allocation - PortraitPayroll | |
|
10/10/2016 |
| Payroll Journal - Detailed - Optional Garnishment Order DetailsPayroll | |
|
10/10/2016 |
| Payroll Tax Summary - Check DetailPayroll | |
|
09/10/2020 |
| PPP Loan Forgiveness Payroll WorksheetPayroll | |
|
06/30/2020 |
| Preprocessing Summary - COVID-19Payroll | |
|
04/22/2021 |
| Retirement Plan WorksheetPayroll,401k,403b,408p,457,Roth 401k,Roth 403b,Simple 408p | |
|
10/10/2016 |
| Unprinted Payroll Checks - Grouped by Location and Department Allocation - LandscapePayroll | |
|
10/10/2016 |
| Unprinted Payroll Checks - Grouped by Location and Department Allocation - PortraitPayroll | |
|
10/10/2016 |
| Wage Register - Grouped by Location and Department AllocationPayroll | |
|
10/10/2016 |
| Workers' Compensation - Condensed - Grouped by Location and Department Allocation per StatePayroll | |
|
10/10/2016 |
| Workers' Compensation - Detailed - Grouped by Location and Department Allocation per StatePayroll | |
|
10/10/2016 |
Financial Statements |
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| Balance Sheet - Current Period - Current Year - QuarterlyFinancial Statements | |
|
04/01/2021 |
| Balance Sheet - Current Quarter - Prior Quarter - Variance PercentFinancial Statements | |
|
04/01/2021 |
| Balance Sheet - Current Year - OverdraftFinancial Statements | |
|
07/01/2017 |
| Balance Sheet - Current Year - Segment ComparisonFinancial Statements | |
|
10/10/2016 |
| Balance Sheet - Current Year - Summary - OverdraftFinancial Statements | |
|
07/01/2017 |
| Income Statement - Current Period - Current Year - QuarterlyFinancial Statements | |
|
10/10/2016 |
| Income Statement - Current Quarter - Prior Quarter - Variance PercentFinancial Statements | |
|
04/01/2021 |
| Income Statement - Current Year - Segment ComparisonFinancial Statements | |
|
10/10/2016 |
Letters |
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| Direct Deposit AuthorizationLetters | |
|
03/08/2018 |
| Employee Direct Deposit AuthorizationLetters | |
|
03/08/2018 |