Retrieve Payroll Data [Payroll Tax Processing - Tasks menu]

Alerts and notices
Leave feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

The Retrieve Payroll Data dialog allows you to easily retrieve employee payroll information from the client database for processing state payroll tax forms.

Choose Payroll Tax Processing from the Utilities menu, and then either click the applicable state flag icon on the shortcut bar or choose it from the View menu. Choose Retrieve Payroll Information from the Tasks menu while any payroll tax form is currently selected.


  • You can also enter payroll information manually on the displayed payroll tax form, overriding automatically retrieved data. To delete overridden data, choose Overrides from the Edit menu while the form window is active, and then select the applicable override option.
  • For state forms that require 1099 information, you will need to enter that information manually (it cannot be retrieved automatically).

For each state that you will be processing for a client, you must first enter the two-character state postal code in the Payroll tab of the File > Client Properties dialog.

To have the program calculate SUTA amounts and the SUTA Worksheet report, the state field must be completed in the Other tab of the Setup > Employees window for the applicable state(s) for each employee.

If you are processing a monthly form, be sure to select a month from the Month drop-down list as well as the period in this dialog, otherwise no information will be retrieved.

Top of page

Fields & buttons

Top of page

Related topics

Processing state payroll tax forms

Text color-coding for information sources on payroll tax forms

State Payroll Tax modules in CSA

Top of page

Share This