W-2 File Conversion [Utilities menu, Data Conversion]

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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.

The W-2 File Conversion dialog allows you to create a CSA client based on the information in a specified W-2 file. This conversion creates a CSA client with the client name and address information, and lists employees with the employee name and address information, contained in the W-2 file. No earnings, wage, withholding, or deduction information is created.

Choose Utilities > Data Conversion > W-2 File.

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