Updating federal tax tables for a CBS PayCheck 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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The following procedure applies to clients using CBS PayCheck.

These tables are also used in CSA. Changes made via Accountant's Assistant will affect all of your CSA clients. Also note that clients can view but not edit these tables in their CBS PayCheck application.

If you need to make updates to the federal tax table, obtain the appropriate figures from Circular E and follow the steps below.

  1. In Accountant's Assistant, choose Setup > PayCheck Tax Information > Federal.
  2. In the Federal Tax Information dialog, click the Tables button.
  3. In the Federal Tax Tables dialog, enter the values from Circular E in the appropriate fields.
  4. Click the Enter button to save the changes you have made.
  5. Click the Done button to close the Federal Tax Tables dialog.
  6. Click the Done button to close the Federal Tax Information dialog.

    If you need to update the state tax tables, continue to the next step.

  7. Generate a Transfer Disk for your client to update the tax tables in CBS. For more information on generating a Transfer Disk, click here.

Related topics

Payroll Tax Information > Federal Tax Information dialog

Updating federal, state, or local tax tables for a CBS PayCheck client


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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