Vendor Checks dialog for state payroll tax forms

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Information in the Vendor Checks dialog is used when retrieving payroll information for certain state payroll tax forms. The program automatically displays in this dialog information for printed or handwritten vendor checks written to a selected vendor (such as a bank or the IRS) to which client's payments are made.

Choose Utilities > Payroll Tax Processing, click the state flag icon in the shortcut bar or choose View > <state>, and then complete the procedure below.


  1. From the state Payroll Tax Processing window, choose Tasks > Retrieve Payroll Information (or press the CTRL+R shortcut keys) and select the appropriate period. To clear any previously entered form overrides, mark the Clear Form Overrides checkbox. Click OK to continue.
  2. From the state Payroll Tax Processing window, choose Tasks > Vendor Checks (or press the CTRL+K shortcut keys).
  3. In the Vendor Checks dialog, choose the vendor to which the payments were made by selecting it from the drop-down list. When you TAB off that field, the program populates the checks list with the actual check information for that vendor (by check date) for the payroll period retrieved and for an additional month before and after.

    The program automatically marks the checkboxes for payment checks that fall within the Offset (In Days) period that you have specified, or you may manually mark and clear checkboxes as appropriate for the client. If the offset is 0, only checks in the current retrieved period are marked.

  4. Click OK to save your selections in the Vendor Checks dialog and return to the Payroll Tax Processing window.

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Related topics

Arizona Payroll Tax module

California Payroll Tax module

Illinois Payroll Tax module

Massachusetts Payroll Tax module

New York Payroll Tax module

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