The Online 401(k) > Account Setup

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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 Account Setup dialog allows you to specify the client information needed to use The Online 401(k) plan and to transmit files from Payroll CS to The Online 401(k). This information is provided by The Online 401(k) when a client is signed up for the service.

Choose Utilities > The Online 401(k) > Account Setup.

Note: The Account Setup dialog is available only after the signed participation agreement has been received by Thomson Reuters and you have verified the firm status via CS Connect.

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The Online 401(k) overview and paperwork

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