Vendors [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. 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.

Use the Vendors window to add or update records for 1099 recipients, payroll agents, or other vendors for the selected client. The program uses this information during payroll processing and when calculating year-end 1099s. In addition, the fields in the Amortization Information tab enable you to automatically retrieve principal and interest amounts for selected vendors based on amortization data exported from ToolBox CS (v.2007.1.1 or higher) or from TValue (v.5 or higher).

Choose Tasks > Vendors.

To have the program properly calculate and store information required for printing Form 1099 at year end, you must do the following: (1) choose the 1099 recipient option on the General tab, (b) select a 1099 item for the vendor in 1099 distributions grid of the Distributions tab, and (c) select a 1099 item for the vendor in the Standard check grid on the Distributions tab. For a Write-Up CS client, also enter a GL account number on the same line as the 1099 item.

Payroll CS or Vendor check printing: During payroll check entry, Payroll CS automatically generates checks for a payroll agent vendor based on the tax withholding GL accounts and amounts from the payroll checks.

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Special information

The following special commands are available on the Edit menu when the Vendors window is active:

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Tabbed pages in this window

Address & Accounts tab (Payroll CS)

Alternate Address tab (Payroll Compliance module)

Distributions tab (Payroll CS)

Distributions tab (Payroll Compliance module)

1099 Boxes tab (Payroll CS)

1099 Boxes tab (Payroll Compliance module)

Amortization Information tab

Direct Deposit tab (Payroll CS)

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Fields & buttons

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