Setting up a fee schedule for check printing in Payroll CS

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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The program allows you to create an unlimited number of Check Printing Fee schedules, which can then be selected for use with any Payroll CS client.

To set up fees for check printing

  1. In the Setup menu, point to System Configuration, and then choose Check Printing Fees.
  2. In the Check Printing Fees dialog, click the Add button.
  3. In the Payroll tab, enter a brief description of the new fee schedule and fill in the appropriate field(s), grid cells, or both.

    If you complete both the individual fields and the grid within the Payroll tab, the charges will be added together.

  4. In the Vendor tab, fill in the appropriate field(s), grid cells, or both.

    If you complete both the individual fields and the grid within the Vendor tab, the charges will be added together.

  5. Click the Enter button to save the information.
  6. Click the Done button to close the dialog.

To select a Check Printing Fee schedule for the active client

  1. Choose Client Properties from the File menu.
  2. In the Client Properties dialog, choose the Calculating Payroll tab.
  3. In the Client Invoice box, choose the fee schedule that is appropriate for the client by selecting it from the drop-down list in the Check Printing Fee field.
  4. If the check printing fees are subject to state sales tax, leave the System-posted check fees are non-taxable checkbox blank. If the fees are non-taxable, click the checkbox to mark it.
  5. Click the OK button to save the changes and close the Client Properties dialog.

When you print checks for this client, the program automatically calculates the check printing fees (based on the selected fee schedule) and adds them to the Setup > Invoice dialog.

See also: Client billing procedures

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