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. 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.

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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