InsurePay overview and paperwork

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Thomson Reuters/Tax & Accounting has developed a preferred-partner relationship with InsurePay to accommodate your need for pay-as-you-go workers' compensation insurance for your Payroll CS (calculating payroll) clients. The data you transmit from Payroll CS to InsurePay via CS Connect is encrypted, so the data always remains confidential.

InsurePay validates and maintains workers' compensation business- and employee-level class codes (which can vary from state-to-state), calculates the premiums based on actual payroll information (which you transmit via CS Connect), and draws the calculated premium directly from the client's account.

Our PDF guide called Using InsurePay with Payroll CS walks you through the steps necessary to enroll in the InsurePay service, to set up a client in Payroll CS for InsurePay, to process a client's payroll using InsurePay with Payroll CS, to transmit the required files to InsurePay via CS Connect, and to receive acknowledgement files that will confirm whether or not your files have been accepted.

See also

Using InsurePay with Payroll CS (PDF)

InsurePay frequently asked questions

InsurePay Client Setup dialog

Third-Party Workers' Compensation File Maintenance dialog

Third-Party Workers' Compensation Queue Maintenance dialog

Third-Party Workers' Compensation Diagnostics dialog

Related topics

You can view or print Using InsurePay with Payroll CS (PDF).

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