Setting up an after-the-fact payroll client in CSA

Alerts and notices
Leave feedback

Internal Employees: Submit 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. 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.

Payroll Compliance module Payroll Compliance module

From the CSA main window, begin by choosing File > New Client and selecting the Payroll Compliance module.

Click any portion of the diagram below to see more details about the initial steps for client setup.

Payroll Compliance module Existing client data Client properties Chart of Accounts setup Additional setup tasks New client data

Related topics

Chart of Accounts setup (for an after-the-fact-payroll-only client)

Overview of the Payroll Compliance module

New Client or Client Properties [File menu]

You also need to complete the setup of global items that affect all payroll clients. For details, see System Configuration [Setup menu].

Top of page

Share This