Payroll Tax Information [Setup menu, System Configuration]

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

The Payroll CS application ships with current federal and state payroll tax information. You would normally need to enter only the local payroll tax information that applies to your clients, and occasionally to update federal, state, and local payroll tax information to reflect changes in the tax laws.

Choose Setup > System Configuration > Payroll Tax Information and then click Federal, State, or Local.

Note: All options under System Configuration in the Setup menu are global. That is, they affect all users of the Payroll CS application in your office and all clients.

Payroll tax information

Related topics

  • If you update any payroll tax information in the current mode, be sure to update the Effective date field. When you click the Done button, Payroll CS first copies the original information to a Previous version of the tax setup dialogs and then saves the updated information in the current version of these dialogs. During payroll check entry, Payroll CS does the following:
    • If the period-end date is prior to this date, the application uses the tax values that were on file before your most recent changes were made.
    • If the period-end date is on or after this date, the application uses the tax values currently on file, including your most recent changes.
  • Updating tax information
  • Auto-update and reminder options for federal and state tax tables

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