Entering default tax withholding and deduction setup information for a selected employee template

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

  1. Click the Tax Withholdings and Deductions tab of the Employee Templates dialog.
  2. From the drop-down lists in the fields of the Description column, choose the withholding and deduction items that are relevant to the selected employee template.
  3. Click the Deduction Item Properties button button to open a Deduction Item Properties dialog or Withholding Item Properties dialog where you may edit details for the highlighted withholding or deduction type (except a FICA-SS or FICA-Med type) as it pertains to the selected employee template. After entering information in the applicable dialog, click OK to return to the Employee Templates dialog.
  4. In the GL Acct field, choose the default general ledger account to be associated with the selected withholding or deduction type.

Note: If the client is a PayCheck client, you can set up an unlimited number of payroll items, except you can only set up one of each of the following items: FICA-Med, FICA-SS, Federal, State, and Local payroll. If the client is using noncalculating payroll, employees are limited to six pay items, one FICA-Med, one FICA-SS, one Federal, State, and Local, and nine additional deductions.

Return to: Setting up a CBS client - steps in CSA, Accountant's Assistant, and CBS

Return to: Overview of CBS client setup and processing

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