Additional setup steps for payroll processing

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Client-specific setup steps
There are additional setup steps required for your new payroll client that you'll need to complete prior to processing any payroll transactions:

Global setup for payroll processing
Global setup items that you need to complete and that are applicable to all payroll clients include the following:

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