Retrieve 945 Payroll Data dialog

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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.

The Retrieve 945 Payroll Data dialog allows you to easily retrieve employee payroll information for Form 945 from the database.

Choose Utilities > Payroll Tax Processing, and then click the United States flag (945) icon in the shortcut bar on the left or choose View > 945. Choose Tasks > Retrieve Payroll Information while the Form 945 window is active.

Note: You can also enter payroll information manually on the displayed 945 form, overriding data that has been automatically retrieved. Override data appears in red text in the Form 945 window. To delete override data, choose Edit > Overrides while the form window is active, and then select the appropriate override option.

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Related topics

Preparing payroll information for Form 94x

Form 945, Annual Return of Withheld Federal Income Tax

Form 945 Supplemental Information dialog

Text color-coding for information sources on payroll tax forms

1099 Items (Form 945)

Form 945: Adding 1099 items to vendors and employees

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