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. Mark the Payroll Taxes checkbox and click Next.
  4. Mark the checkboxes next to the clients for whom you want to add a new deposit schedule, and then click Next.
  5. 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.
  6. Click the Ellipsis Ellipsis button button for the selected states to open the Deposit Schedule Effective Date Information dialog.
  7. Click inside the Date field, use the calendar to select the effective date, and then click OK to close the dialog.
  8. Click Next and then click Finish.
  9. Review the Edit Client Diagnostics report to look for items that were not updated. Print the report, if necessary, and then click the Close button.

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)