Employee Templates . . . Local Withholding Item Properties

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

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.

Notes

  • 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

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