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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

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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