Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Use the General tab of the Calculation Profiles dialog to do the following for the selected payroll calculation profile:
- Mark it as the default profile.
- Specify the set of employees and pay items (based on pay frequency) that should be available for selection in the Payroll Check Entry window when using this calculation profile.
- Turn off one or more calculation options such as benefit accruals, company matching amounts, federal, state, or local withholding calculations, and so forth.
See also
Default vs. special calculation profiles
Setting up calculation profiles for a client
Fields & buttons
Enter a unique name for this payroll calculation profile.
Using the following options, specify which set of employees (and which pay items) should be available for selection in the Payroll Check Entry window when using this calculation profile:
- All single frequency employees (default selection)
- Includes every employee for whom all pay items are of the same frequency (regardless of which frequency); and
- Includes every employee who meets the single-frequency criterion specified in the bulleted paragraph above and for whom one or more pay items of non-periodic frequency are also specified.
- Includes, for each listed employee, all of the single frequency pay items.
Note: The non-periodic pay items will not appear for selection in the payroll items grid.
- Selected frequency
- Includes every employee with at least one pay item of the selected frequency. If you select this option, also choose the desired pay frequency from the drop-down list (as listed in the following bulleted paragraph).
- Includes, for each listed employee, every pay item of the selected frequency (Daily, Weekly, Bi-Weekly, Twice Monthly, Monthly, Quarterly, Semi-Annually, Annually, or Non-periodic).
If you select the Non-periodic frequency, you must also enter the appropriate withholding override information on the Deduction and Withholding Overrides tab.
- Exclude seasonal
To exclude seasonal employees from this profile, mark this checkbox.
- Seasonal only
To include only seasonal employees in this profile, mark this checkbox.
Note: To designate the profile you wish to use as your default calculation profile during payroll check entry, use the Setup > Calculation Profiles dialog. To specify a different (non-default) calculation profile during any data-entry session in the Payroll Check Entry window, choose Options from the F3 or right-click context menu.
Mark this checkbox if you wish to use the current profile as the default payroll calculation profile for the open client.
Mark the checkbox for each of the following items that you wish to exclude from the selected payroll calculation profile:
- Benefit accruals
- Tips deemed to be wages
- Tip credit reduction
- Direct deposit
- Piecework verification (available only for clients using piecework payroll)
- Company matching
- FICA
- Federal withholding
- FUTA
- State withholding
- SUTA
- SUI and SDI
- Local withholding
CREATIVE SOLUTIONS ACCOUNTING
