Setting up a new Payroll CS client

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

To set up a new Payroll CS client, follow these steps in the specified order.

  1. Choose File > New Client (or File > Client Properties if modifying an existing client).
  2. In the New Client (or Client Properties) dialog, click the General Information tab and enter the appropriate client information. The ID field is required:
  3. Click the Payroll tab and enter the payroll information. The Current period ending date and States fields are required.


    • As a rule, the Latest period ending date and the Current period ending date on the Payroll tab will be the same for a new client.
    • When completing the State tax information grid, be sure to enter every state you are going to process for this client; otherwise, you will need to return to the Client Properties dialog to re-enter them.
  4. Click the Calculating Payroll tab and enter the information appropriate for the selected client. The Default frequency field is required.

    Note: The default frequency specifies how often employees are usually paid, and can be altered for specific employees.

Tip: If your clients have a large amount of information in common, you can create a Master Client containing the common setup information and use it with the File > Save As command when adding a new client.

Note: Setup examples for multi-state clients and clients with multi-locational employees can be found in the Payroll CS Tutorial.

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