Setting up employee information at mid-quarter or mid-year

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Follow the normal employee setup procedures. To include the quarter-to-date and year-to-date check detail for the employee, do the following:

  1. Choose File > Select Period to Process (or click the /_images/acct_pr/csa/select_period_button.gif button on the toolbar).
  2. Move the client to January of the current year.
  3. Choose Tasks > Payroll Check Entry and enter all of the client's January payroll checks as handwritten checks.
  4. Click the /_images/acct_pr/csa/select_period_button.gif button on the toolbar and advance the period to the next month.
  5. Repeat steps 3 and 4 to enter the payroll checks for each month until you get to the current month.

    Note: If you need only the monthly, quarterly, and year-to-date amounts for each employee and not the check detail, click here for the procedure to use.

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