Getting help with your Accounting CS Payroll year end processing

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Accounting CS includes a number of interactive workflow topics that offer a graphical view of the setup and processing steps involved in various areas of the application. We recommend the following workflows for payroll year end processing.

Processing payroll tax reconciliation forms

W-2 form processing workflow

1099 form processing workflow

Helpful resources before contacting support

Year end processing FAQs (User Bulletin)

Accounting CS: Current information and alerts

Are you looking for information about Federal forms?

Article Description
Forms 940, 941, 943, 944 & 945 General information and tips about Form 94X and related schedules available in the application.
Editing form data Introduction to the Actions > Edit Payroll Tax Forms screen.
Additional Information area Change settings for the following:
  • Overpayments
  • Signatures
  • Fraction of cents limit
  • Third party designee
  • Deposit threshold settings
Analyze Client Activity Learn about using this built-in tool to help you complete payroll tax forms.
Processing liability adjustments Information about ensuring that the amounts of liabilities for tax agents match the amounts calculated on tax forms during payroll tax form processing.
Employee count See examples of how the employee count field is determined by the application.
Printing Forms Information about batch printing payroll tax forms.
Customizing and printing filing instructions Learn about all of the different settings and features of filing instructions for payroll tax forms.
E-filing Learn about your options for e-filing Form 94X, viewing acknowledgements, and handling rejections.
Checking e-file status See how to view the status of an electronically filed form.
Common e-file errors and rejections Learn about how to resolve common errors and rejections for electronically filed forms.
Processing corrected forms Learn how to create, complete, and file a corrected payroll tax form.
Setup for 2% Shareholder/Officer health insurance See an example of how to handle 2% shareholder/officer health insurance.

Are you looking for information about payroll liability payments?

Article Description
Creating payroll tax forms that include payment Learn how to process, create, and file payroll tax forms that include an electronic payment.
Creating electronic or internet payment files Learn how to create and file a payroll tax payment (with a corresponding voucher, if applicable).
Getting started with EFTPS Information about registering to participate in the EFTPS program.
Creating EFTPS enrollment files Learn how to enroll your clients for EFTPS and create payment files.

Are you looking for information about state and local forms?

Article Description
Workflow - Processing payroll tax reconciliation forms See a graphical representation of the steps involved with processing payroll tax forms.
State forms Get information about each state's payroll tax forms, including information about processing tips, due dates, filing methods, agency information, tax payment details, state ID formats, e-filing notes, new hire reporting requirements, and more.
Local forms Select a state with local taxes, and then locate the "Local forms" section to select your locality.
Additional information area Change settings for the following:
  • Overpayments
  • Signatures
  • Fraction of cents limit
  • Third party designee
  • Deposit threshold settings
Employee count See examples of how the employee count field is determined by the application.
Printing forms Information about batch printing payroll tax forms.
Customizing and printing filing instructions Learn about all of the different settings and features of filing instructions for payroll tax forms.
E-filing Learn about your options for e-filing Form 94X, viewing acknowledgements, and handling rejections.
Common e-file errors and rejections Learn about how to resolve common errors and rejections for electronically filed forms.

Are you looking for information about Form W-2?

Article Description
Workflow - Processing Form W-2 See a graphical representation of the steps involved with processing W-2 forms.
Editing W-2 forms Learn how to override amounts on Form W-2.
Printing W-2 forms Learn how to batch process W-2s, or print W-2s for specific employees.
Creating internet file to upload to SSA Get information about the Process Internet/Magnetic Files screen.
Processing corrected W-2 Learn how to prepare, create, and file a corrected Form W-2.
Common W-2 questions Get answers to commonly asked questions about preparing, printing, and filing form W-2.
Setup for 2% Shareholder/Officer health insurance See an example of how to handle 2% shareholder/officer health insurance.
W-2 Ordering worksheet Learn how to use the W-2 Ordering Worksheet to calculate the minimum number of sheets needed when it's time to order W-2 forms for your clients.

Are you looking for information about Form 1099?

Article Description
Workflow - Processing Form 1099 See a graphical representation of the steps involved with processing 1099 forms.
1099 form setup Learn how to set up vendors and employees to receive a Form 1099-MISC.
Editing 1099 form data Learn how to override 1099 form data on the Edit Payroll Tax Forms screen.
Printing 1099 forms Learn how to batch process 1099s, or print 1099s for specific recipients.
Creating internet files to upload to FIRE Get information about the Process Internet/Magnetic Files screen.
Processing corrected form 1099 Learn how to prepare, create, and file a corrected Form 1099.
Common 1099 questions Get answers to commonly asked questions about preparing, printing, and filing form 1099.
1099 Ordering worksheet Learn how to use the 1099 Ordering Worksheet to calculate the minimum number of sheets needed when it's time to order 1099 forms for your clients.

Are you looking for information about Form 1095-C or 1094-C?

Article Description
Affordable Care Act (ACA) reporting Learn about how to gather information, prepare, and process Form 1094 and 1095-C.
Additional Information area Change settings for the following:
  • Overpayments
  • Signatures
  • Fraction of cents limit
  • Third party designee
  • Deposit threshold settings
Spreadsheet import - Form 1095-C Learn about importing a spreadsheet containing 1095-C information to speed up data entry.
Processing corrected forms Learn how to prepare, create, and file a corrected Form 1094 and 1095-C.

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