Warning
Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
To set up a new Payroll CS client, follow these steps in the specified order.
- Choose File > New Client (or File > Client Properties if modifying an existing client).
- In the New Client (or Client Properties) dialog, click the General Information tab and enter the appropriate client information. The ID field is required:
- Click the Payroll tab and enter the payroll information. The Current period ending date and States fields are required.
Notes
- 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.
- 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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