Restricting payroll items for a CBS client

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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. Choose Setup > Payroll Item Restrictions to open the Payroll Item Restrictions dialog.
  2. To restrict an item, mark the checkbox in the row of the appropriate item.

    Note: Items for which the Restricted field is grayed out are always restricted. The following pay item types will never transfer to CBS if the client is specified as a CBS client in the CSA File > Client Properties dialog:

    • Allocated Tips
    • Calc - $ per Hrs Worked
    • Calc - % of Conditional Pay
    • Calc - % of Pay
    • Calc - Conditional Fixed Amount
    • Calc - Fixed Amount
    • Indirect Tips
    • TDW Reduction
    • Tipped Wages
    • Tips Deemed to be Wages
  3. Click Done.

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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