Payroll Item Restrictions [Setup menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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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