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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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

  1. Choose Setup > PayCheck Tax Information > Local in Accountant's Assistant to open the Local Tax Information dialog.
  2. The application maintains a separate set of tables for each locality. Select the locality and then click the Edit button - or to add a new locality, click the New button.
  3. Enter the annual values in the appropriate fields.
  4. Click the Enter button when you are done to save the changes you have made.
  5. Click the Done button to close the dialog.
  6. 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 > Local 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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