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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

If you are using impounding for taxes only (for vendors only, rather than payroll and vendor checks) follow these additional setup steps.

1. Choose File > Client Properties.
2. In the Client Properties dialog, click the Direct Deposit tab. Verify that this tab is set up for the client checkbook withdrawals.
3. Mark the Use alternate setup for Impound withdrawals checkbox.
4. Click the Alternate setup button.
5. In the Alternate Impound Checkbook Setup dialog enter the information for the Impound checkbook withdrawals.
6. Click OK to save your information and close the Alternate Impound Checkbook Setup dialog.
7. Click OK to save your information and close the Client Properties dialog.
8. Choose Setup > Vendors.
9. For each tax vendor set up as an agent, highlight the vendor, and click the Address and Accounts tab.
10. In the Create agent checks in drop-down list, select the Impound Checkbook for tax impounding.
11. Click Enter to save the information, and then close the Vendors dialog.

See also

Alternate Impound Checkbook Setup dialog

Impound overview and procedures

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