Setting up an after-the-fact payroll client in CSA

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Payroll Compliance module Payroll Compliance module

From the CSA main window, begin by choosing File > New Client and selecting the Payroll Compliance module.

Click any portion of the diagram below to see more details about the initial steps for client setup.

Payroll Compliance module Existing client data Client properties Chart of Accounts setup Additional setup tasks New client data

Related topics

Chart of Accounts setup (for an after-the-fact-payroll-only client)

Overview of the Payroll Compliance module

New Client or Client Properties [File menu]

You also need to complete the setup of global items that affect all payroll clients. For details, see System Configuration [Setup menu].

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