XactPAY overview and paperwork

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Thomson Reuters/Tax & Accounting has developed a preferred-partner relationship with The Hartford Financial Services Group, Inc., 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 via CS Connect to The Hartford is encrypted, so the data always remains confidential.

Through its XactPAY service, The Hartford 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 XactPAY with Payroll CS walks you through the steps necessary to enroll in the XactPAY service, to set up a client in Payroll CS for XactPAY, to process a client's payroll using XactPAY with Payroll CS, and then to transmit the required files via CS Connect to The Hartford.

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

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