Enabling the impound checkbooks

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Follow these steps for each client using the Impound feature.

  1. Choose File > Client Properties.
  2. In the Client Properties dialog, click the Calculating Payroll tab and then mark the Enable impound checkbook checkbox.
  3. Click the Direct Deposit tab and, if applicable, enter the information for the withdrawal account, which is now the impound checkbook. The information you enter here applies to the account to be debited.
  4. Click OK to save your information and close the Client Properties dialog.

See also: Impound overview and procedures

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