Multi-state multi-locality client and employee setup overview

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The key to setting up an employee who works in multiple states and/or localities is the global setup for the client. The following overview describes the steps required to update the client with new state- or locality-specific information.

Note: For a detailed example of the process, see Setup Example 2 - Multi-State Locations and Local Taxes and Setup Example 3 - Multi-State Employees, both of which can be found in the Payroll CS Tutorial (PDF).

See also Payroll CS Tutorial (PDF)

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