Employee setup: Choosing tax withholding and deduction items for a selected employee

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

  1. Click the Tax Withholdings and Deductions tab of the Setup > Employees window.

    Note: Information on the Tax Withholdings and Deductions tab can be inherited from templates when the new employee is created.

  2. If the employee is active in multiple departments and you want to select a different department, choose it from the Department drop-down list.
  3. In the Tax Withholdings and Deductions grid, do the following:
    1. In the Description column, click on the fields in this column to display drop-down lists from which you may choose the global deduction and tax withholding items that are relevant to this employee's work in the selected department.
    2. Click the /_images/acct_pr/csa/details.gif button to open other dialogs where you may edit details for the highlighted items (except FICA-SS or FICA-Med items) as they relate to the selected employee. The following fields are required:
    3. If necessary, change the information in the Month to Date field. (Only the Month to Date amount is editable. Quarter to Date and Year to Date amounts are not editable in this window.)

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