Global W-2/1099 Form Processing > Client Selection tab

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

Payroll Compliance module

Use the Client Selection tab of the Global W-2 Form Processing dialog to specify the CSA payroll clients for which you want to process W-2 or 1099 forms or for which you want to run the W-2/1099 Ordering Worksheet.

For form processing: If a client is locked (because it is already being used by another CSA user) or if no payroll data is available for that client for the selected year, the client will still be listed in the Clients Available list pane but will be skipped for form processing. A diagnostic message will list any clients that have been skipped.

W-2s: From the Utilities menu, choose W-2 Form Processing and then choose Global W-2 Form Processing. Click the Client Selection tab. See also: Global W-2 Form Processing dialog

1099s: From the Utilities menu, choose 1099 Form Processing > Global 1099 Form Processing and then choose the specific type of 1099 form. Click the Client Selection tab. See also: Global 1099 Form Processing dialog

Global W-2/1099 Ordering Worksheet: From the Utilities menu, choose either 1099 Form Processing or W-2 Form Processing and then choose Global W-2/1099 Ordering Worksheet. See also: Global W-2/1099 Ordering Worksheet

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Fields & buttons

You may choose to include either all or selected clients. The Clients Available (left pane) and the Clients Selected (right pane) sections of this dialog are enabled only if the Print selected clients option is marked.

To process all vendors or employees, mark this checkbox.

If you want the application to print a blank page to separate the W-2 information for each client, mark this checkbox.

This pane is enabled only if the Print selected clients option is marked at the top of this dialog. All of your CSA payroll clients are listed here (except those already listed in the Clients selected pane). Double-click a client name to select it for the right-hand pane.

This pane is enabled only if the Print selected clients option is marked at the top of this dialog. All clients that have been selected for form processing are listed here. Double-click a client name if you do not wish to include it for form processing.

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