Setting up detailed payroll periods for a client

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 Payroll Period Details dialog allows you to define payroll periods to use instead of a regular monthly processing date. The dates you specify in this dialog are used for status events, certain reports, check printing, and period to process.

  1. With the selected client open, choose File > Client Properties, click the Calculating Payroll tab, and then click the Payroll Period Details button.
  2. Mark the Use detailed payroll period dates checkbox at the top of the Payroll Period Details dialog.
  3. Enter the date of the first payroll period in the first row of the Payroll period details grid and then click the Auto-fill button to populate the rest of the grid.
  4. Review the dates in the grid to be sure they have auto-filled appropriately, and modify them as needed.
  5. Click OK to save your entries and close the Detailed Payroll Periods dialog.
  6. In the Client Properties dialog, click OK.
  7. When the Select Period to Process dialog opens, choose the appropriate period to start processing. The dialog will default to the last detailed payroll period in the month for which you are processing. If the appropriate period is already selected, click Cancel to close the Select Period to Process dialog.

Share This