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Consolidate client data

Add and remove clients in payroll consolidation groups

You can use the
Payroll Consolidation Groups
 screen to create payroll consolidation groups, which let you process consolidated payroll tax forms and impounded tax payments for groups of clients that would normally be considered a single client but have been split up into several clients for some reason. This may also be useful for client companies that have merged, or for firms converting their client data from Creative Solutions Accounting.
Do the following to add or remove consolidated groups:
  1. Add clients to a group:
  2. Select
    Setup
    , then
    Payroll Consolidation Groups
    .
  3. Enter an
    ID
     and
    Description
     for the group.
  4. In the grid, select the clients to include in the group.
  5. Mark the
    Group impound tax payments
     checkbox and/or
    Do not combine duplicate employees
     checkbox if needed.
  6. Go to the
    Payroll Tax Forms
     tab. The information here comes from the primary client in the group. You can make any necessary overrides here.
  7. Mark the
    Do not consolidate
    checkboxes in the state and/or local sections if needed.
  8. Select
    Enter
     to save your changes.
  9. Remove clients from a group:
  10. Edit the payroll consolidation group.
  11. In the grid, select the client to remove.
  12. Select
    Delete
     then
    Yes
     to confirm what's going to be deleted.
  13. Select
    Setup
    , then
    Clients
     and review the following information for the client that was removed from the group: EIN/SSN, unemployment ID, withholding ID, UI base rate, and deposit schedules.

This article applies to:

  • Product: Accounting CS
  • Subject: Consolidations

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