Deposit Schedule Effective Date Information dialog

Alerts and notices

The Deposit Schedule Effective Date Information dialog (in the Edit Multiple Clients wizard) provides you with the flexibility to schedule the effective date on which to add a new deposit schedule for your clients' state withholding.

Setting the effective date for a new deposit schedule

  1. Choose Setup > Clients.
  2. Click the Edit Multiple Clients link to open the wizard.
  3. Select the clients for whom you want to add a new deposit schedule and then click Enter.
  4. Mark the Deposit Schedule (state name) checkboxes for the appropriate states and then select the schedule from the drop-down list in the Details column.
  5. Click the Ellipsis Ellipsis button button for the selected states to open the Deposit Schedule Effective Date Information dialog and use the calendar to select the effective date.

Effective date requirements per deposit schedule

Deposit schedule Effective date requirement
  • Accelerated EFT
  • Monthly
  • Quarterly
  • Semi-monthly
  • Semi-weekly
  • Weekly
The effective date must be the first day of a quarter.
(01/01/20xx, 04/01/20xx, 07/01/20xx, 10/01/20xx)
Annually The effective date you specify must be the first day of a year.
(01/01/2019, 01/01/2020)
Semi-annually The effective date you specify must be either 01/01/20xx, or 07/01/20xx)

Related articles

Edit Multiple Clients wizard

Deposit Schedule dialog (for Clients and Vendors screens)