Checkbook setup: Entering basic setup information for a new Payroll Compliance client checkbook

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

  1. Choose Checkbook from the Setup menu.
  2. In the Checkbook Setup dialog, click the Add button.
  3. Click the General tab and enter the appropriate checkbook setup information for the selected client. The Description field is required.

    You may fill in the remaining fields if desired for the selected client.

See also: Checkbook Setup [Setup menu]

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