Combining employee information during client consolidation

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The client consolidate features enable you to automatically combine employee records from the subsidiary clients based on a matching SSN. Prior to combining employee data, you should verify the employee information in each subsidiary client. We recommend that you print the Earnings Report with the option marked to include missing W-2 information.

  1. Open the Consolidation Client (parent) in CSA, and then choose File > Consolidate Clients.
  2. In the Client Consolidation dialog, mark the Combine Employees checkbox. Employees and their associated earnings will be combined only if they have identical SSNs.
    • If payroll item properties differ between subsidiary clients for a single employee, then the item properties will default to that of the first subsidiary client that you select for consolidation.
    • If an employee works for more than one subsidiary client and in the same department for each but has differing withholding states or local withholding locations, then a new department will be created in the parent client.

      Example: Bob Smith works in the Shipping department for subsidiary clients 1 and 2. In subsidiary client 1, Bob has state withholding for Michigan, and in subsidiary client 2 he has state withholding for Ohio. When you select subsidiaries 1 and 2 for consolidation into the parent client, the employee record for Bob Smith will include the Shipping department with MI withholding plus the Shipping~1 department with Ohio withholding.

See also

Overview of client consolidation

Consolidating clients

Consolidate Clients [File menu]

Top of page

Share This