Payroll Item Restrictions [Setup menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Use the Payroll Item Restrictions dialog to restrict individual pay, deduction, and withholding items. All the pay, deduction, and withholding items are listed first by item type and then alphabetically. Any marked payroll item will not be included on the Transfer Disk that you create for the CBS client.

From the Accountant's Assistant main window, choose Setup > Payroll Item Restrictions.

Note: If the client is specified as a CBS client in the CSA File > Client Properties dialog, certain payroll items are automatically restricted and will never transfer to the CBS client. These payroll items display with a grayed cell in the Restricted column. The pay items types in this category are as follows.

  • Allocated Tips
  • Calc - $ per Hrs Worked
  • Calc - % of Conditional Pay
  • Calc - % of Pay
  • Calc - Conditional Fixed Amount
  • Calc - Fixed Amount
  • Indirect Tips
  • TDW Reduction
  • Tipped Wages
  • Tips Deemed to be Wages

See also: Overview of CBS client setup in Accountant's Assistant

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