Updating state 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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 > State in Accountant's Assistant to open the State Tax Information dialog.
  2. The application maintains a separate set of tables for each state. Select the state for which you want to update the tax tables and then click the Edit button.
  3. Enter the effective date and the annual values in the appropriate fields.
  4. Click the Enter button to save the changes you have made.
  5. Click the Done button to close the dialog.

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

  6. If you are finished updating tax tables, 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 > State 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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