Enter the following information as it applies to your client.

• Liability date
• SUC
• Notification date
• Password
• Calculate interest / penalty (checkbox). Mark this checkbox if you want the program to calculate the interest and penalty based on the date entered in the Signature Information group box.
• Failure to file (checkbox). Mark this checkbox if you want the program to calculate the failure to file fee.
• Employment type

Specify the required information in the following fields:

• Title
• Date
• Suppress date on forms (checkbox)

Enter the following information as it applies to your client.

• Filing frequency. Select Quarterly, Monthly, or Weekly.
• From / To. Enter the date range. (These fields are available only if the filing frequency is Weekly.)
• Latest check date. Mark this checkbox to have the program use the latest check date to calculate the withholding amount. (This field is available only if the filing frequency is Weekly.)
• Payment method. Select None, Electronic Payment, or Check Mailed from the drop-down list.
• Checkbook. If you have selected Electronic Payment as the payment method, select the checkbook from which you wish to make this payment.
• Savings account (checkbox). If you are making an electronic payment from a savings account, mark this checkbox.
• Use extended due date (checkbox)
• No longer have CT employees (checkbox)
• Last payroll date. Complete this field if the above checkbox is marked.
• Calculate penalty / interest (checkbox). Mark this checkbox if you want the program to calculate the penalty and interest based on the date entered in the Signature Information group box.

Mark the appropriate checkboxes for your client.

• Agricultural employer
• Not registered for CT withholding

• Not include paid preparer (checkbox)
• FEIN
• Firm Name
• Address1 / Address2 / Address3
• City / State / Zip
• Preparer Name
• Phone