Employee Templates . . . Local Withholding Item Properties

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!

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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

Open this dialog from the Tax Withholdings & Deductions tab of the Setup > Employee Templates dialog by clicking the details.gif button for a Local W/H item.


  • Tax withholding items are global and, therefore, are available for any client and any employee template. To set up a tax withholding item, choose System Configuration from the Setup menu and then choose 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.

See also: Overview of employee templates

Tabbed pages in this dialog

General tab

Other tab

Top of page

Share This