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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Utilities > Payroll Tax Processing command in CSA allows you to prepare your client's Form 940, Form 941, Form 943, Form 944, Form 945, and state payroll tax forms in a fraction of the time and with much less effort than by hand. The data-entry screens mirror the actual forms. After retrieving the payroll data, simply check the appropriate boxes and print the form. Scroll from the top to the bottom of the form you're working with to enter the information.

Choose Utilities > Payroll Tax Processing.

Note: Flag icons for the various federal forms (and, if licensed for the relevant State Payroll Tax modules, for any states specified on the Payroll tab of the File > Client Properties dialog) will appear in the shortcut bar on the left. To access a form facsimile, click the flag icon on the shortcut bar.

Special information

Payroll Tax Processing - Available form types

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