Multi-state multi-locality client and employee setup overview

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

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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).

See also Payroll CS Tutorial (PDF)

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