Federal Tax Information > Retirement Plan Limits dialog

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

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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