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Set up client information

Set up client payroll tax information

The Payroll Taxes tab and the 1099 Forms tab of the Clients screen provides a single location for virtually all tax related setup for a client. Here you can configure applicable taxes for the client, filing frequencies, and link agents to a tax or taxes for payment purposes.
important
The taxes applicable to a client are determined by the application based on the client's work location and taxing address and ZIP code entered in the Main tab of the Clients screen and each of the employee's resident addresses, making it very important to use the address verification feature when entering address information for clients and employees.
Follow these steps to set up the appropriate taxes for your client.
  1. Select
    Setup
    ,
    Clients
    , then the
    Main
     tab.
  2. Verify the location and taxing address information for your client. Because the application uses this information to determine what taxes are applicable to the client, it is very important to use the address verification feature when entering address information for clients and employees, especially if local taxes exist for the state.
  3. Select the
    Payroll Taxes
     tab.
  4. In the
    Federal
     section, enter the client's EIN/SSN, select the employer type (the default is
    Regular (941)
    ), select the appropriate deposit schedule, and mark any applicable checkboxes.
  5. In the
    State
     section, verify, add, or modify information as appropriate for each state and locality in which the client has locations or employees. (If the client uses multiple states, select each state in turn from the
    State
     dropdown.)
  6. In the
    Taxes
     section, mark the checkboxes above the grids only if they apply for the client.
  7. The taxes grids list the state, local, and federal taxes for which the client is (or may be) responsible. Modify the GL liability and expense accounts here, if necessary, and also mark any particular tax as wage exempt for this client, if applicable.
  8. Select the
    1099 Forms
     tab to verify or modify the filing method and other settings for each 1099 form type. You can also enter a threshold amount to override the default printing threshold for each 1099 form type for the client.
  9. Select
    Enter
     to save the information.

This article applies to:

  • Product: Accounting CS Client Access
  • Subject: Clients,Payroll tax forms

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