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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

When setting up a new client for just after-the-fact payroll processing, you'll need to complete certain fields in the File > New Client dialog to provide required information.

General Information tab
In the General Information tab of the File > New Client dialog, enter the client's name, payroll report name, DBA, address, phone number, EIN, salutation for transmittal letters, and security password.

Payroll tab
In the Payroll tab of the File > New Client dialog, specify the following information:

You may also specify information for form printing fees and whether third-party sick pay processing is applicable for the client.

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