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.

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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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