Employees . . . W-4 Information Import

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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.

After you have used CS Connect to retrieve W-4 information from one or more NetClient CS portals, downloaded information is available to preview, print, and/or apply for the selected client.

The W-4 Information Import View pane (depending on whether you click the Preview button or the View notes button) displays the entire output from the W-4 information import (with specific changes displayed in red text) or notes entered by the employee. Continue with the import by clicking the Continue button.

When the Setup > Employees window is active and you are in Add or Edit mode (rather than Browse mode), choose W-4 Information Import from the Edit menu or from the right-click context menu.

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Related topics

Overview of employee setup

Web Employee overview

Updating employee W-4 information

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