Employee Templates > Tax Withholdings & Deductions tab

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 the Tax Withholdings & Deductions tab of the Employee Templates dialog to enter default setup information for a selected template.

To create or modify a template, choose Employee Templates from the Setup menu.


  • Deduction items and tax withholding items are global and, therefore, are available for any client and any employee template. To set up a deduction item or tax withholding item, choose System Configuration from the Setup menu and then choose Deduction Items or Withholding Items.
  • Templates are client specific, not global. For each template, fill in only the fields that you wish to have automatically included in the setup for each new employee record to be based on that template.

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Overview of employee templates

Entering default tax withholding and deduction setup information for a selected template

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