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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Use the Description and W-2 Info tab of the Withholding Items dialog to specify both the description of the withholding item that you will see during payroll data entry and the description that will appear on checks and reports. In addition, use this tab to mark W-2 settings for the selected withholding item. This is required information for W-2 processing.
Choose Setup > System Configuration > Withholding Items.
See also: Withholding Items dialog
Fields & buttons
Enter a unique description for this tax withholding item in the Description field using up to 20 characters. This is the descriptive text that you will see for this withholding item during data entry.
The text in the Report Description field is the tax withholding item description that actually appears on printed paycheck stubs, forms, and reports. The program automatically copies text from the Description field (used in data-entry) to this field, but you may modify the report description text.
Examples
|
Description |
Report Description |
{Withholding Item} |
Calif. W/H |
State Withholding, CA |
{Withholding Item} |
Nevada W/H |
State Withholding, NV |
The selection grid contains a line for each W-2 box, along with Add or Subtract checkboxes. Click a checkbox to mark or unmark it.
Selected box numbers are shown in the text line immediately above the grid (with subtractions shown in parentheses).
You may choose from any of the available options in the drop-down list for this field.
A description is required for any payroll item to be listed in Box 14 of the W-2. You may enter up to 10 alphanumeric characters.
Mark the checkbox for any of the following descriptive items to which the current payroll item applies:
- Statutory employee
- Retirement plan
- Third-party sick pay