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. 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.

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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