Index for Accounting CS

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

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1-9

1099 forms

1099 form setup and processing

1099 Ordering Worksheet

Editing 1099 form data

IRS instructions for W-2/1099 recipients

Printing 1099 forms

94x filing

94x forms overview

E-filing forms 940, 941, or 944 - overview

Filing instructions, printing


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A

Account activity

Account groupings

Account segments

Setting up the Chart of Accounts mask

Using account segments in Accounting CS

Accounting CS Ideas Community

Joining the Accounting CS Ideas Community

Sharing a custom format via the Accounting CS Ideas Community

Accounting CS overview

Accounting CS features

Accounting CS Payroll overview

Getting started with Accounting CS

Setting up a client for Accounting CS Client Access

Accounts payable

Applying payables and payments

Enabling the Accounts Payable service for client staff

Printing accounts payable checks

Setting up clients for accounts payable processing in your office

Setting up vendors for accounts payable processing

Unapplying AP payables and payments

Accounts receivable

Applying customer payments to invoices and finance charges

Assessing finance charges

Entering customer deposits

Entering customer invoices

Printing customer invoices

Setting up an accounts receivable customer

Setting up clients for accounts receivable processing

Setting up finance charges

Setting up invoice items

Unapplying payments from a customer invoice

Writing off a customer invoice or finance charge

Accruable benefits

Adding to an employee record

Setting up

ACH

Creating ACH files

Direct deposit overview

Domestic ACH file structure and contents

International ACH file structure and contents

State ACH/EFT payment information

Adding custom tax codes

Additional contacts for firms, staff, clients, or vendors

Address verification

Affordable Care Act reporting

Spreadsheet import - Form 1095-C

Alabama

Payroll tax forms additional information

State ACH/EFT payments - Alabama unemployment

State ACH/EFT payments - Alabama withholding

Alaska

Alimony payments

Allocating tips

Alternate preparer block license

Amortization schedules

Analyze client activity

Employee Earnings

Financial Statement Worksheet

General Ledger

Payroll Schedules

Payroll Tax Form

Trial Balance

AP

Applying payables and payments

Enabling the Accounts Payable service for client staff

Printing accounts payable checks

Setting up clients for accounts payable processing in your office

Setting up vendors for accounts payable processing

Unapplying AP payables and payments

AR

Applying customer payments to invoices and finance charges

Assessing finance charges

Entering customer deposits

Entering customer invoices

Printing customer invoices

Setting up an accounts receivable customer

Setting up clients for accounts receivable processing

Setting up finance charges

Setting up invoice items

Unapplying payments from a customer invoice

Writing off a customer invoice or finance charge

Arizona

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Arizona withholding

Arkansas

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Arkansas withholding

ASCII files

Sample ASCII time clock import file

Time clock ASCII import file data structure

Assigning tax codes to multiple accounts


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B

Backup and restore

Backing up and restoring data for a client with the Client Data Management Utility

Backing up the firm database

Best practices for safeguarding your firm and client data

Restoring the firm database using Microsoft's SQL Server Management Studio Express

Scheduling a backup of your data

Balance definitions

Bank account reconciliation (accounting)

Importing bank statements for reconciliation

Reconciling bank accounts

Bank account reconciliation (impound bank account)

Importing statements for impound bank account reconciliation

Reconciling impound bank accounts

Banks and bank accounts

Setting up banks

Setting up client bank accounts

Setting up firm impound bank accounts

Batch payroll checks

Creating on-demand payroll checks

Entering batch payroll checks

Beginning Balance column for the trial balance view

Billing items

Adding fees on the fly

Adjusting fee rates for billing items

Billing and fees overview

Printing invoices

Setting up billing items and fee schedules

Setting up fees for a client

Using fee schedules for client form processing examples

Using graduated tables for client check processing fees examples

Binder

Budgets


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C

California

E-filing state and local payroll tax forms

Payroll tax forms additional information

Processing tips for state-specific payroll tax forms

State ACH/EFT payments - California unemployment

State ACH/EFT payments - California withholding and disability

Carryforward amounts

CCH Client Accounting Suite Premier Client Write-Up (conversion from)

Chart of Accounts

Adding accounts to the Chart of Accounts (Accounting CS)

Chart of Accounts overview information

Chart of Accounts spreadsheet import overview

Correcting a Chart of Accounts that is out of balance

Edit multiple accounts

Setting up the Chart of Accounts mask

Entering batch payroll checks

Firm reports

Entering batch payroll for remote payroll entry clients

Check entry - individual

Entering or modifying accounting transactions

Entering payroll checks

Check layouts

Creating a custom MICR line for a check layout

Creating a custom region in a report or statement

Hiding zero amounts

Layout Designer procedures

Predefined check layouts

Renaming a region

Removing extra space between the header and main regions of a report

Selecting segment codes in reports

Setting up check layouts for a bank account

Showing hidden rows

Showing the total of multiple accounts

Using MICR specification numbers for a check layout

Check printing

Printing accounts payable checks

Printing checks for remote payroll clients

Printing payroll checks

Printing vendor checks (or vendor payments)

Checkpoint

Child support

Prenoting child support files

Setting up child support garnishments

Client Access setup overview

Client setup

Adding locations for a client

Entering basic client information

Setting up client payroll information

Setting up client payroll tax information

Using templates for client and employee setup

Closing the year

Colorado

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Colorado withholding

Connecticut

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Connecticut withholding

Consolidating client data

Consolidating client data

Creating a consolidated master client record

Entering transactions for a consolidated client

Examples of consolidated account balances

Examples of consolidated account numbers

Reconsolidating client data

Conversion of client data

Converting financial statements from CSA

Copy files (Virtual Office CS only)

Copyright information

Corrected payroll tax forms

Correcting a Chart of Accounts that is out of balance

CPAClient Write-Up (conversion from)

Creating a custom region in a report or statement

Creative Solutions Accounting

CS Connect

CS Connect overview

Deleting and reinstalling software updates

Downloading and applying software updates

Downloading and installing licenses

Setting CS Connect communication options

Troubleshooting connection issues

Custom fields

Custom tax codes

Customers

Applying customer payments to invoices and finance charges

Entering customer invoices

Recording a customer's beginning balance

Recording customer payments


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D

Dashboards

Navigating the Workpapers Dashboard

Using the dashboards

Using the Tax Calendar

Working with portlets

Data conversions

Data location profile

Data sharing overview

Database backup and restore

Deduction items

Adding payroll items to an employee record

Creating and adding payroll items for your client

Delaware

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Delaware withholding

Deleting checks and other transactions

Entering or modifying accounting transactions

Demo library

Departments

Setting up client payroll departments

Using account segments in Accounting CS

Deposits

Diagnostics - payroll tax forms

Direct deposit

Adding direct deposit information to an employee record

Direct deposit overview

Domestic ACH file structure and contents

International ACH file structure and contents

Prenoting direct deposit files

Disconnect and return workpapers

District of Columbia

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - District of Columbia withholding


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E

E-filing

E-filing forms 940, 941, or 944 - overview

E-filing state and local payroll tax forms

Enrolling clients for Florida electronic filing

Enrolling clients for Michigan electronic filing

EasyACCT Write-Up (conversion from)

EFT (electronic funds transfer)

EFTPS (Electronic Federal Tax Payment System)

Creating EFTPS enrollment and payment files

Getting started with EFTPS

Electronic forms processing

Employee Self-Service overview

Employee setup

Employee data spreadsheet import overview

Employee setup overview

Multi-state employee setup examples

Employer contributions

Adding payroll items to an employee record

Creating and adding payroll items for your client

Graduated table - employer contribution example

Engagement binder

Engagement letters

Engagement processing overview

Event tracking

Excel

Exporting reports to different outputs

Spreadsheet import overview

Exporting

Account balance export to GoSystem Tax RS

Account balance export to ProSeries

Exporting client tax data to Lacerte, ProSystem fx, or ProSeries

Exporting client data to QuickBooks

Exporting data to a Microsoft Excel file for tax reporting (video)

Exporting invoices to Practice CS

Exporting payroll journal entries

Exporting reconciliation adjustments

Exporting reports to different outputs

GoSystem Tax RS integration

Tax export to Lacerte

Tax export to ProSystem

Using the CS QuickBooks Data Utility


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F

FAQs

All services

Payroll

Workpapers CS

Fees

Adding fees on the fly

Adjusting fee rates for billing items

Billing and fees overview

Printing invoices

Setting up billing items and fee schedules

Setting up fees for a client

File locations

FileCabinet CS

Exporting reports to different outputs

Organizing FileCabinet CS documents by category

Setting up file locations

Filing instructions for payroll tax forms

Filtering data

Finance charges

Assessing finance charges

Firm setup

Firm vendor definition

Fixed Assets CS

Flash Player - viewing demos for Accounting CS

Florida

E-filing state and local payroll tax forms

Enrolling clients for Florida electronic filing

State ACH/EFT payments - Florida unemployment

Florida electronic filing

Forms CS catalogs (PDFs)

Frequently asked questions

Funding

Funding firm vendor transactions

Funding payroll transactions

Funding tax agent or payroll agent transactions

Impound overview

Setting up client impounding information

Setting up firm impound bank accounts


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G

Garnishment

General ledger accounts

Georgia

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Georgia withholding

Getting help

Contacting CS Support

Finding help resources

Viewing user bulletins

Getting started

GL accounts

Graduated tables

Accruable benefits - example

Client check processing fees - examples

Employer contributions - example

Using graduated tables for client check processing fees examples

Guides (PDFs)


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H

Handwritten checks

Entering an accounting transaction

Entering historical payroll data

Entering payroll checks

Generating liabilities for handwritten checks

Hawaii

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Hawaii withholding

Health savings accounts (HSA) for employees

Help

Finding help resources

Using help

HIRE act

Historical payroll data

Household employees


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I

Idaho

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Idaho unemployment

State ACH/EFT payments - Idaho withholding

Ideas Community

Joining the Accounting CS Ideas Community

Sharing a custom report statement or layout via the Accounting CS Ideas Community

Illinois

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Illinois unemployment

State ACH/EFT payments - Illinois withholding

Images

Adding logo and signature images

Removing logo and signature images

Setting up check layouts

Importing

Converting client data from other products

Importing account balances from Accounting CS into UltraTax CS

Importing bank statements for impound bank account reconciliation

Importing bank statements for reconciliation

Importing basic client information from UltraTax CS

Importing client data from QuickBooks

Importing journal entries from Fixed Assets CS

Importing journal entries from Practice CS

Importing QuickBooks account balances from a spreadsheet

Spreadsheet import overview

Time clock import overview

TimeRack integration overview

Using the CS QuickBooks Data Utility

Impound

Funding firm vendor transactions

Funding payroll transactions

Funding tax agent or payroll agent transactions

Impound overview

Setting up client-level impound information

Setting up firm impound bank accounts

Independent contractors

Indiana

E-filing state and local payroll tax forms

Payroll tax forms additional information

Processing tips for state-specific payroll tax forms

State ACH/EFT payments - Indiana withholding

InsurePay

InsurePay overview

Workers compensation overview

Integration with other CS Professional Suite software

Importing account balances from Accounting CS into UltraTax CS

Importing journal entries from Fixed Assets CS

Importing journal entries from Practice CS

Direct deposit overview

Online Bill Payments overview

International ACH files

Direct deposit overview

International ACH file structure and contents

Internet filing

Payroll tax processing overview

Processing electronic forms

Invoices (for clients)

Invoicing

Billing and fees overview

Printing invoices

Iowa

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Iowa withholding

IRS instructions for W-2/1099 recipients


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J

Journal entries

Importing journal entries from Fixed Assets CS

Importing journal entries from Practice CS

Transferring transactions between journals


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K

Kansas

E-filing state and local payroll tax forms

Payroll tax forms additional information

Processing tips for state-specific payroll tax forms

State ACH/EFT payments - Kansas withholding

Kentucky

E-filing state and local payroll tax forms

Payroll tax forms additional information

Processing tips for state-specific payroll tax forms

State ACH/EFT payments - Kentucky withholding

Keyboard shortcuts

Kronos (time clock vendor)


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L

Lacerte

Layout Designer for checks and forms

Overview

Procedures

Layouts

Creating a custom MICR line for a check layout

Predefined check layouts

Setting up check layouts for a bank account

Using MICR specification numbers for a check layout

Letters (Report Designer)

Liabilities for payroll

Adding or deleting unpaid liabilities

Creating liability adjustments for payroll tax forms

Entering historical payroll data

Generating liabilities for handwritten checks

Paying funded liabilities

Paying liabilities

License information

Copyright information

Downloading and installing licenses via CS Connect

License information

Using the alternate preparer block license

Localities

E-filing state and local payroll tax forms

Local tax agent information - modifying for a client

Setting up client payroll tax information

Setting up local tax agents

Location/department allocations

Logos

Adding logo and signature images

Removing logo and signature images

Setting up check layouts

Louisiana

E-filing state and local payroll tax forms

Payroll tax forms additional information

Processing tips for state-specific payroll tax forms

State ACH/EFT payments - Louisiana unemployment

State ACH/EFT payments - Louisiana withholding


Top of page

M

Magnetic files

Maine

E-filing state and local payroll tax forms

Payroll tax forms additional information

Processing tips for state-specific payroll tax forms

State ACH/EFT payments - Maine unemployment

State ACH/EFT payments - Maine withholding

Manual (handwritten) checks

Entering an accounting transaction

Entering historical data

Entering payroll checks

Generating liabilities for handwritten checks

Manuals (PDF guides)

Maryland

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Maryland unemployment

State ACH/EFT payments - Maryland withholding

Massachusetts

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Massachusetts unemployment

State ACH/EFT payments - Massachusetts withholding

Michigan

E-filing state and local payroll tax forms

Enrolling clients for Michigan electronic filing

Payroll tax forms additional information

Processing tips for state-specific payroll tax forms

State ACH/EFT payments - Michigan withholding

MICR

Creating a custom MICR line for a check layout

MICR verification overlay

Using MICR specification numbers for a check layout

Microsoft workpapers

Minnesota

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Minnesota unemployment

State ACH/EFT payments - Minnesota withholding

Mississippi

E-filing state and local payroll tax forms

Payroll tax forms additional information

Missouri

E-filing state and local payroll tax forms

Payroll tax forms additional information

Processing tips for state-specific payroll tax forms

State ACH/EFT payments - Missouri withholding

Modifying report options and organizing reports using custom folders (video)

Montana

E-filing state and local payroll tax forms

Payroll tax forms additional information

Processing tips for state-specific payroll tax forms

State ACH/EFT payments - Montana withholding

Multi-state employee setup examples

Multi-user capabilities in the application

Multiple class identifier


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N

Nebraska

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Nebraska withholding

Negative check treatment

Net-to-gross payroll check creation

NetClient CS

Employee Self-Service overview

Remote payroll overview

Nevada

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Nevada unemployment

New Hampshire

Payroll tax forms additional information

New hires

HIRE act

Independent contractors overview

Processing new hires

New Jersey

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - New Jersey withholding/unemployment/DI/FLI

New York

E-filing state and local payroll tax forms

Payroll tax forms additional information

Processing tips for state-specific payroll tax forms

State ACH/EFT payments - New York withholding

Wage Theft Prevention Act

Non-employee compensation

Independent contractors overview

Verifying tax identification numbers

North Carolina

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - North Carolina unemployment

State ACH/EFT payments - North Carolina withholding

North Dakota

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - North Dakota unemployment

Notes (Workpapers CS)


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O

Ohio

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Ohio withholding

Oklahoma

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Oklahoma withholding

On-demand payroll

Creating on-demand payroll checks

Entering batch payroll checks

Oregon

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Oregon withholding and unemployment

Organizing FileCabinet CS documents by category

Output options for reports

Overtime - weighted average overtime calculation


Top of page

P

Password protect PDFs

Pay items

Adding payroll items to an employee record

Creating and adding payroll items for your client

Payables

Applying payables and payments

Entering AP payables and credit memos

Unapplying AP payables and payments

Payment terms

Payments

Applying payables and payments

Unapplying AP payables and payments

Payroll check stubs for Employee Self-Service

Payroll checks

Creating on-demand payroll checks

Entering batch payroll checks

Entering historical data

Entering individual payroll checks

Reprocessing the last payroll

Payroll CS

Payroll - Frequently asked questions

Payroll item setup

Adding payroll items to an employee record

Creating and adding payroll items for your client

Payroll liabilities

Adding or deleting unpaid liabilities

Entering historical data

Generating liabilities for handwritten checks

Paying liabilities

Payroll processing workflow

Payroll tax forms

Analyze client activity

Dashboard portlet: Payroll Form and Filing Information

Payroll tax processing overview

Processing tips for state-specific payroll tax forms

W-2 or 1099 Ordering Worksheet

Payroll tax information setup

for clients

for employees

Payroll tax processing overview

PDF guides

Conversion guides

Forms CS catalogs (PDFs)

PDFs for Accounting CS

Pennsylvania

Act 32 changes

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Pennsylvania unemployment

State ACH/EFT payments - Pennsylvania withholding

Period end dates

Points North (time clock vendor)

Populate Clients from UltraTax CS wizard

Portlets

Payroll Form and Filing Information portlet

Portlet overview

Updating the Staff In/Out Availability portlet

Using the Tax Calendar in the Payroll Form and Filing Information portlet

Working with portlets

Positive Pay setup and processing

Posting period

PPC

Practice CS

Exporting invoices to Practice CS

Importing journal entries from Practice CS

Prenoting

Child support files

Direct deposit files

Printing procedures

Printing to a file

Processing Notes feature

Processing tips for state-specific payroll tax forms

Profiles for reports

ProSeries

ProSystem fx


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Q

Qqest TimeForce (time clock vendor)

QuickBooks (Pro, Premier, and Enterprise versions)

Client data import overview

Exporting payroll journal entries

Exporting reconciliation adjustments

Importing client data from QuickBooks

Importing QuickBooks account balances from a spreadsheet

Using the CS QuickBooks Data Utility


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R

Receivables

Entering customer invoices

Printing customer invoices

Setting up finance charges

Writing off a customer invoice or finance charge

Reciprocal agreements between states

Reconciliation of bank accounts

Importing bank statements for reconciliation

Importing statements for impound bank account reconciliation

Reconciling bank accounts

Reconciling impound bank accounts

Recurring deposit transactions

Reference guides (PDFs)

Remote check printing overview

Remote payroll overview

Report Designer

Accounting reports

Accounts Payable reports

Accounts Receivable reports

Adding and removing page breaks

Adding custom folders and reports

Adding or removing columns and rows

Adding page numbers to documents

Adding the firm logo and signatures

Aligning decimals in a report or financial statement

Associating custom folders with clients

Changing font, size, and style

Changing the sign of a number

Conditional expression examples

Creating a custom region in a report or statement

Creating a new report, financial statement, or letter

Creating conditional expressions

Creating quarterly financial statements for monthly period frequency

Customizing reports in the Report Designer

Defining rows, columns, or regions as optional in a report or financial statement

Filtering and sorting report data

Financial Statements

Inserting a chart

Letters

Making report options available at print time

Modifying report options and organizing reports using custom folders (video)

Overview

Payroll reports

Sorting accounts on financial statements

Setting up regions and sections in reports

Using repeating elements in a report

Using rounding accounts and rounded amounts in statements

Workflow

Working with formulas

Working with variables

Workpapers reports

Reporting

Affordable Care Act reporting

Filtering and sorting reports

Making report options available at print time

Modifying report options and organizing reports using custom folders (video)

Organizing FileCabinet CS documents by category

Previewing reports and report profiles

Printing reports and report profiles

Protecting PDFs with a password

Standard reports list

Working with report profiles

Reprinting payroll checks

Restaurant Magic Software (time clock vendor)

Restoring from backup

Backing up the firm database

Restoring the firm database using Microsoft SQL Server Management Studio Express

Reversing checks

Entering or modifying accounting transactions

Rhode Island

Payroll tax forms additional information

Processing tips for state-specific payroll tax forms

State ACH/EFT payments - Rhode Island unemployment

State ACH/EFT payments - Rhode Island withholding

RIA

Rounding

Setting up balance definitions

Using rounding accounts and rounded amounts in statements

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S

Safe harbor

Sales taxes

Schedule D (Form 941)

Security

Adding and deleting security groups

Assigning staff to security groups

Security overview

Setting up firm preferences

Shortfall amounts

Sierra Computer Solutions (time clock vendor)

Signatures

Adding logo and signature images

Removing logo and signature images

Setting up check layouts

Signoff types

SMART Practice Aids

Social security number verification

Source Document Processing

1040 Tax workflow and UltraTax CS integration, overview

Customizing the sort order of source documents in the Workpapers Dashboard

Importing basic client information from UltraTax CS

Transferring PDF workpapers for source data entry

Transmitting and retrieving source documents in a 1040 engagement client

Using the Source Document Processing Status portlet

South Carolina

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - South Carolina unemployment

State ACH/EFT payments - South Carolina withholding

Spreadsheet import

Chart of Accounts

Transactions

Customers

Time entry data

Transactions

Vendors

Staff setup

Standard account mappings

Standard reports list

State ACH/EFT payment information

SwipeClock (time clock vendor)

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T

Tax agents

Setting up tax agents

State ACH/EFT payment information

Tax calendar

Tax codes

Adding custom tax codes

Assigning tax codes to multiple accounts

Entering tax code adjustments

Importing account balances into UltraTax CS

Tax code assignments for GL accounts (PDFs)

Tax exports

Tax identification number (TIN) verification

Taxable wages

Adjusting for employees

Templates

Templates for clients and employees

Transaction templates

Tennessee

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Tennessee unemployment

Texas

E-filing state and local payroll tax forms

Payroll tax forms additional information

Processing tips for state-specific payroll tax forms

State ACH/EFT payments - Texas unemployment

The Hartford

Workers' compensation overview

XactPAY overview

Third-party sick pay

Tickmarks

Time clock import

ASCII import file data structure

Overview

Sample ASCII time clock import file

Sample XML time clock import file

Time clock imports supported by the program

TimeForce / Qqest (time clock vendor)

TimeRack (time clock vendor)

TimeRack integration overview

Tipped employees

Transferring PDF workpapers for source data entry

Transmitting and retrieving source documents in a 1040 engagement client

Transaction entry

Entering or modifying accounting transactions

Proxy transactions

Setting up and using transaction templates

Spreadsheet import- Transactions

Transaction templates

Setting up scheduled deposit transactions

Setting up and using transaction templates

Trial Balance

Adding a Beginning Balance column to a trial balance view

Edit multiple accounts

Setting up a view in the Trial Balance grid

Setting up budgets

Using the Journal Entry View

Working in the Trial Balance grid

Working with tickmarks

Trial Balance CS

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U

UltraTax CS

Union calculations

User preferences

Setting up firm preferences

Setting up staff-level user preferences

Utah

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Utah withholding

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V

Vendors

Printing vendor checks (or vendor payments)

Setting up amortization schedules

Setting up vendors

Setting up vendors for accounts payable processing

Verifying

Addresses

Social security numbers

Tax identification numbers

Vermont

Payroll tax forms additional information

Processing tips for state-specific payroll tax forms

State ACH/EFT payments - Vermont withholding

Video library

Virginia

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Virginia withholding

Voiding checks

Entering or modifying accounting transactions

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W

W-2 forms

Editing W-2 form data

IRS instructions for W-2/1099 recipients

Printing W-2 forms

W-2 form setup and processing

W-2 Ordering Worksheet

W-4 information for Employee Self-Service

Wage Theft Prevention Act - NY

Washington

E-filing state and local payroll tax forms

Payroll tax forms additional information

Weighted average overtime calculation

West Virginia

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - West Virginia withholding

Whole-dollar rounding for statements and reports

Wisconsin

E-filing state and local payroll tax forms

Payroll tax forms additional information

State ACH/EFT payments - Wisconsin unemployment

State ACH/EFT payments - Wisconsin withholding

Workers' compensation

InsurePay overview

Workers compensation overview

XactPAY overview

Workpapers service

Adding a custom Microsoft Excel workpaper

Adding a PPC Checkpoint Tools workpaper

Adding a workpaper placeholder

Adding and appending scanned objects in an engagement

Adding an engagement binder

Adding an external workpaper

Adding blank Microsoft Excel and Word workpapers

Adding signoff types to an engagement

Assigning an engagement

Assigning workpapers in an engagement

Audit-based engagement workflow, overview

Creating a custom region in a report or statement

Defining columns in an Microsoft Excel workpaper

Disconnect and return workpapers

Drag and drop files into the engagement binder

Editing PDFs in Workpapers CS

Engagement processing overview

Finalizing the engagement binder

Inserting variable formulas

Installing and usint the Workpapers CS print driver

Navigating the Workpapers Dashboard

Printing from the Workpapers Dashboard

Roll forward an engagement binder

Transferring PDF workpapers for source data entry

Transmitting and receiving source documents in a 1040 tax engagement

Using the Engagement Binders Tree portlet

Using the Fieldwork Utility

Using the File Exchange portlet

Using the Notes List portlet

Using the Workpapers List portlet

Using the Workpapers Preview portlet

Workflow for audit collaboration in the field

Working with Notes

Workpaper processing overview

Write-Up CS

Workflows in Accounting CS

Wyoming

E-filing state and local payroll tax forms

Payroll tax forms additional information

Top of page

X

XactPAY

Workers compensation overview

XactPAY overview

XML files

Exporting payroll journal entries

Time clock XML file example

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Y

Year-end

Payroll year-end processing tips

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