Payroll Consolidation Groups > Main tab

Alerts and notices

Use the Main tab of the Setup > Payroll Consolidation Groups screen to create a consolidation group, choose which clients to include in the group, and to specify how impound tax payments and duplicate employee records should be handled for the group.

See also: Consolidating client payroll tax information

Choose Setup > Payroll Consolidation Groups and click the Main tab.

Fields & buttons

In this section, designate an ID and Description for the consolidation group. 

In the Clients grid, use the drop-down lists and the filter options to select the client records to include in the consolidation group. 

Only one client in the grid can be specified as the Primary client. The Primary client must be listed in the first row of the grid. To reorder the client records, use the Up and Down arrows below the grid.

Group impound tax payments. For firms that impound their clients' tax payments, marking this checkbox causes the application to group liabilities for consolidated clients in the Manage Impound Payments screen so they can be paid using a single check.  Note that to group impound tax payments, all of the consolidated clients must be set up with the same deposit and withdrawal accounts in the Impound tab of the Setup > Clients screen.

Do not combine duplicate employees. 

If an employee record exists in more than one of the consolidated client records, the application consolidates that employee's payroll tax information based on their Social Security number (as long as it's a valid number) and produces a single W-2, 1099, or state/local payroll tax form for that employee.  If you do not want to consolidate payroll tax forms for the employee (and thus print a form for each client record), clear this checkbox. 

Related topics

Consolidating client payroll tax information