Template setup: Entering default tax withholding and deduction setup information for a selected template

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

  1. Click the Tax Withholdings and Deductions tab of the Setup > Employee Templates dialog.
  2. From the drop-down lists in the fields of the Description column, choose the withholding and deduction items that are relevant to the selected employee template.
  3. Click the /_images/acct_pr/csa/details.gif button to open a Deduction Item Properties dialog or Withholding Item Properties dialog where you may edit details for the highlighted withholding or deduction type (except a FICA-SS or FICA-Med type) as it pertains to the selected employee template. After entering information in the applicable dialog, click OK to return to the Employee Templates dialog.
  4. In the GL Acct field, choose the default general ledger account to be associated with the selected withholding or deduction type.

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