Setting up global items for payroll in CSA

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Because of certain data dependencies, you must use the following order when setting up global information for Payroll CS or after-the-fact payroll and when setting up a new client.

Global Setup (setup items that affect all clients):


  • The application includes numerous default check layouts.
  • Setup examples for multi-state clients and clients with multi-locational employees can be found in the Payroll CS Tutorial.

Related topics

Overview of employee setup

Setting up a new Payroll CS client

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