Client properties

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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.

Choose the General Information tab of the File > New Client dialog or the File > Client Properties dialog to enter or update the client's name, payroll report name, DBA, address, phone number, EIN, salutation for transmittal letters, and security password.

Return to Client setup overview (Write-Up CS)

Related topic: New Client > General Information tab, or Client Properties > General Information tab

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