Firm setup overview

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The first tasks to complete in the Accounting CS application include entering information about your firm and setting up items your firm uses in processing data for your clients.

Note: If you are converting your information from another application, please refer to the Conversion topics.

We recommend setting up your firm information in the order listed below.

  1. Basic firm information (identification, address and contact information, additional contacts)
  2. Firm-level preferences (security preferences, data entry confirmation settings, enable/disable event tracking)
  3. Firm security (overview of firm security setup)
  4. Event tracking (method for monitoring all activities that occur within the firm database - optional)
  5. Sales taxes (sales taxes used by your firm to create client fees)
  6. Payroll automation (options to automate payroll tasks - optional)
  7. Payroll tracking (portlet for tracking payroll runs in real time - optional)

Payroll-related setup

  1. Firm banks (financial institutions used by your firm's clients)
  2. Firm impound bank accounts (bank accounts used by your firm for funding client payroll checks and payments to tax agents, for live payroll processing only)
  3. Tax agents (federal, state, and local tax agents used by your firm's clients)

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