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. 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.

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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