Thomson Reuters | Trial Balance CS

Tax & Accounting

With its customizable and easy-to-use financial statement editor and timesaving features, Trial Balance CS is the ideal system to handle your annual engagements with maximum efficiency. Trial Balance CS was developed to integrate with CS Professional Suite products, so data and balances entered in one product flow seamlessly to the others. Trial Balance CS integrates with Write-Up CS , UltraTax CS , GoSystem Tax RS , and FileCabinet CS and is a component of our leading paperless engagement management system, Engagement CS .

For more information, please visit the Trial Balance CS section on the CS.ThomsonReuters.com website.

Features & Benefits
Tech Specs

Timesaving Features and Integration Capabilities are the Key to Success

Easily import balances from a spreadsheet or QuickBooks® Pro.
Use the flexible financial statement editor to create presentation-quality financial statements and other analytical reports.
Easily switch the basis for your financial statements—cash, accrual, tax, book, budget, and more.
Custom-design the sequence of columns in the trial balance grid to view various combinations of balances and adjustments.
Record and reconcile the difference between Adjusted Net Income and Tax Net Income with the tax reconciliation utility.
Add custom workpaper references and tickmarks to indicate the review status of accounts.
Immediately see how your journal entries affect your trial balance with the convenient split-screen window .
Easily change potential journal entries to other journal entry types.
Record tax adjusting journal entries directly to a tax code , preventing the need to set up a contra account when making Schedule M1 and Schedule M3 adjustments—which means easier data flow into the tax application.
Group accounts by grouping codes and subcodes for faster, more detailed account analysis reporting.
Customize basis definitions by determining the appropriate entries to be included in the specific balances.
Save time during tax season with full integration —seamlessly export trial balance data to UltraTax CS™ , GoSystem® Tax RS , and other leading tax programs.
Use to built-in reports to help you manage all your engagements, and you can even customize the built-in reports for individual client needs.

General Requirements

CS Professional Suite® and Enterprise Suite™ applications are designed for professional production work. Our system requirements are based on the assumption that professional accounting firms replace their computer hardware and operating systems approximately every three years.

While our software may operate on less powerful hardware and operating systems, we do not believe it will perform at a level suitable for production work in those environments. Of course, as processing speed and RAM are increased, software performance will also improve. We recommend business class computers, which generally offer higher levels of performance than home models when running business applications.

The following links provide access to the general requirements for the current versions of all of our applications. However, some products have more stringent and/or additional requirements beyond those documented in the general requirements sections. Be sure to read the Product-Specific Requirements as well as the general requirements.