Federal Tax Information > Retirement Plan Limits dialog

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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 this dialog, together with update information from the Federal government, to maintain an annualized list of retirement plan limits.

Choose Setup > System Configuration > Payroll Tax Information > Federal. In the Federal Tax Information dialog, click the Retirement Plan Limits button.

Note: This setup information is global and will thus affect all clients.

These retirement plan limits are not transferred to CBS clients. Instead, the limits must be updated directly in CBS (in the Task > Update Employees Qualified Plan dialog).

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Related topics

Setting up limits for retirement plans and Catch-up provisions

Excluding clients and employees from the Catch-up provision

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