Setting up a fee schedule for form printing in Payroll CS

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The program allows you to create an unlimited number of Form Printing Fee schedules, which can then be used with any Payroll CS or after-the-fact-payroll client.

To set up a new Form Printing Fee schedule

  1. Choose Setup > System Configuration > Form Printing Fees.
  2. The Form Printing Fees dialog opens in Add mode if you are creating a profile for the first time. If profiles already exist, click the Add button.
  3. Enter a brief description for the fee schedule you are creating.

    Note: The Product and Form columns display the list of products for which you are licensed.

  4. To use a flat fee for all forms, mark the Flat fee per form checkbox and enter the appropriate amount. To charge varying amounts by form, continue with Step 5.
  5. Determine the products you want to include in this fee schedule and then enter the appropriate amount in the Per form rate column for each included product.
  6. Click the Enter button to save the information.
  7. Click the Done button to close the dialog.

To select a Form Printing Fee schedule for the active client

  1. Choose File > Client Properties.
  2. In the Client Properties dialog, click the Payroll tab.
  3. In the Client Invoice group box, select the appropriate fee schedule for the current client from the Form printing fee drop-down list.
  4. If the form printing fees are subject to state sales tax, leave the System-posted check fees are non taxable checkbox unmarked. If the fees are non-taxable, mark the checkbox.
  5. Click the OK button to save the changes and close the Client Properties dialog.

When you print forms for this client, the program automatically calculates the form printing fees (based on the selected fee schedule) and adds them to the invoice (see the Setup > Invoice dialog).

Note: The program calculates fees only for the initial printing of forms, including 1099s and W-2s. If you plan to print several forms during more than one printing session, you will not see fees posted for any printed forms other than the initial run. You can, however, either clear the invoice of all initial charges when ready to print all the forms in a single session or rename the printed forms in the invoice (for example, as Session One, Session Two, etc.).

See also: Client billing procedures

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