Tax & Accounting Blog

Working with Custom Forms, Layouts, Reports, and Financial Statements in Accounting CS

CS Professional Suite Accounting & Auditing Solutions February 6, 2014

We regularly make updates to the standard payroll tax forms, layouts, reports, and financial statements that are included with Accounting CS. These updates are applied automatically. But they won’t be automatically applied to tax forms, layouts, reports, or financial statements to which you have made custom changes.

To apply updates after you’ve made custom changes, it’s a good idea to save each customized version with a new filename. Then you’ll need to revert it back to its standard form using the File > Restore Default command. This will enable you to compare your custom version to the application’s updated version so that you can choose whether to apply the updates.

Here’s how to do this:

  1. Open your customized version of the form or layout in the Layout Designer or open your customized version of the report or statement in the Report Designer.
  2. Choose File > Save As, specify a unique filename, and click OK.
  3. Open the original form, layout, report, or statement and choose File > Restore Default. The file will revert to its standard format so that any automatic updates will be applied.

You can also use this procedure for tax forms or layouts to which you’ve made custom edits.