Using the Remote Payroll Entry service with NetClient CS portals and CS Connect

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.


For each payroll period and for every client using a NetClient CS portal for remote payroll entry, both you and your client must complete the following steps.

Accountant steps (upload)

  1. Choose Utilities > Remote Payroll Export. In the Remote Payroll Entry Export dialog, prepare payroll worksheet information for upload to the NetClient CS portal via CS Connect. Complete each of the fields in the dialog as appropriate for the selected portal client:
    • Period beginning
    • Period ending
    • Check date
    • Date advance
    • Focus employees
    • Hide
    • Notes to the client
    • Send email notification to client
    • Client uses Web Employee time entry
    • Alternate client email
    • Alternate return email
  2. Click the Connect Now button OR click the Queue button and schedule a CS Connect call to upload the payroll information for multiple clients at a later time.

Top of page

Client steps

After receiving email notification from you that the payroll data is ready, the client needs to access his or her own personal, private portal (via Internet browser), and click the Payroll Check Entry link. The client should complete all of the following steps:

  1. Click the General Information link to view Notes from Accountant; to view the reminders about the payroll period beginning and ending dates, the check date, and the frequency; and to enter any general Notes to Accountant. Click the Update button to save.
  2. Click the View Printable Report link and print a copy of the report to use as a data entry worksheet for this payroll.
  3. Record timesheet information for each existing employee. (A paycheck record will be generated for each salaried employee listed unless the client marks the Do not pay this employee checkbox. Update personal data for each employee and use the Notes pane to record any special check requirements for the employee, or to describe any updated W-4 data, direct deposit information, or deduction requirements. Click the Next button to save and move to the next employee.

    Note: If the client is using Web Employee time entry, see the Using Web Employee time entry procedure.

  4. Add new employee records as needed, and use the Notes pane in each new employee record to specify paycheck information for the current pay period that must be entered manually by the accountant. Click the Submit button to save each new employee record.
  5. Click the View Print Report link again and print a copy of the report (which now contains all of the data entered in steps 1 through 4 above.
  6. Click the Payroll Complete button to generate an email message informing your firm that the payroll data is complete and ready for retrieval.

Top of page

Accountant steps (retrieval)

  1. After receiving the client's email that the payroll data is complete, choose one of the following commands from the CSA Utilities menu:
  2. After the client data has been downloaded via CS Connect, open the Tasks > Payroll Check Entry window, press F3 to open the context menu, and then choose Remote Payroll Entry Import. The following controls are available in that dialog:
    • Preview button
    • View Notes button
    • View Log button
    • Also list employee changes in View notes checkbox
    • View pane
  3. Click the Continue button. The application begins the payroll import, creating an unprinted check record for each of the employees and prompting you to specify an ID or to accept the next available numeric employee ID for each new employee that has been added by the client.
  4. If you are prompted by the Add Bank Description dialog, enter the bank IDs for any new banks that were included in the payroll information download. If no new banks were added, this dialog will not display.
  5. When prompted, click the Save Import button. (Note, however, that if you choose to abandon the import you can re-import at a later time.)
  6. If the client has added any new employees, choose Setup > Employees, navigate to each new record added during the import, and review and complete the information for the new employee (department and template selection, payroll items, direct deposit information, and so forth). It is important that you complete this step before you export payroll information for the client's next payroll period.

Top of page

Related topics

NetClient CS mobile app (in the NetFirm CS administration help)

Payroll Check Entry [Task menu]

Payroll Check Entry > Remote Payroll Entry Import

Print Checks [File menu]

Remote Payroll Utilities > View Log

Remote Payroll Utilities > Queue Maintenance

Top of page

Share This