Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
The key to setting up an employee who works in multiple states and/or localities is the global setup for the client. The following overview describes the steps required to update the client with new state- or locality-specific information.
Note: For a detailed example of the process, see Setup Example 2 - Multi-State Locations and Local Taxes and Setup Example 3 - Multi-State Employees, both of which can be found in the Payroll CS Tutorial (PDF).
In the File > Client Properties dialog, click the Payroll tab and enter information (State W/H ID, SUTA ID and rate, etc.) for every state in which the client processes payroll.
Choose Setup > System Configuration > Withholding Items, and create withholding items specific to the state and/or locality you intend to use. The simplest method for this is to highlight the existing state or local withholding item, press the F3 key, and then choose Copy Withholding Item. You can set up any new items with the specific state or locality name for the description.
For example, you would set up a CA W/H item and a UT W/H for a client who has employees who work in California and Utah. On the General tab, you may then select the default state or locality which applies to the withholding Item.
Pay items must be set up with the proper tax treatment for each state and/or locality that apply. To set up state-specific pay items, choose Setup > System Configuration > Pay Items.
Similarly to withholding items, you can highlight an existing pay item, press the F3 key, and choose Copy Pay Item. Next, set up the new item with the specific state and/or locality tax treatment.
For example, while an employee works in California, they are subject to California withholding. When they work in Utah, they are subject to Utah withholding. Therefore, you would have one pay item called CA Wages with the selected taxes chosen for California on the Tax Treatment tab for the California pay item. A second pay item called UT Wages would contain the selected taxes for Utah on the Tax Treatment tab for the Utah pay item.
The employee template and/or the specific employee can now be set up using the newly created state and/or local pay and withholding item(s). During payroll check entry, an employee's hours can now be entered for the correct state and withholding, and the correct tax amounts will display on the employee's check stub.
See also Payroll CS Tutorial (PDF)