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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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

Calculating Payroll tab
In the Calculating Payroll tab of the File > New Client dialog, specify the default payroll period (required) as well as other optional information (client minimum wage; alternate minimum wage; retirement plan information; preferences for whole-dollar rounding and for negative check treatment; and the formula selection for check-printing fee appropriate for this client).

Direct Deposit tab
For licensed users of Payroll CS plus the optional Direct Deposit module: Use the Direct Deposit tab of the New Client or Client Properties dialog to enter information necessary for creating an ACH file for direct deposits. This information is used for identification by the institution that will receive the ACH file and is required for creating the EPS files that are the components of an ACH direct deposit file.

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