System Configuration [Setup menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

All options under System Configuration in the Setup menu are global, not client-specific.

Note: Each workstation using a network installation of the software can maintain its own individual settings in the Setup > User Preferences dialog.

Special information

Please note that because of data dependencies of certain dialogs, for the initial setup of Payroll CS you will need to enter data in a specific order that is different from the order in which these commands are listed below and in the Setup menu. For more details, see Setting up global items for payroll in CSA

Payroll items

Payroll taxes setup information

Other setup items

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