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Set up your client

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,
applicable forms,
and link agents to a tax or taxes for payment purposes.
Follow these steps to set up the appropriate taxes
and forms
 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
    and forms
     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 following checkboxes if they apply for the client:
    • Do not combine state unemployment
      : When this checkbox is marked (the default setting for new clients), the application calculates employee and employer-paid state unemployment and insurance taxes (including SDI, TDI, FLI as applicable) for the state separately, based only on wages earned in that state. If the checkbox isn't marked, the application calculates unemployment and insurance taxes for the state associated with the employee’s primary location based on wages earned in any state.
    • Do not create tax liabilities
      : When this checkbox is marked, no tax liabilities are generated for the selected client. This option would be appropriate for clients whose tax liabilities are paid outside of the application, and should therefore not generate unprinted checks. When the checkbox is marked, after-the-fact payroll checks aren't available in the
      Generate Liabilities
       screen.
  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. The
    Forms
     section grids update to reflect your entries in the
    Federal
     and
    State
     sections of this screen and display all forms that your client may be required to file.
    1. Verify or modify the filing method for each form, if necessary.
    2. Change the selection in the
      Filing Instruction
       drop-down list to specify if you want to print filing instructions with the filing copy, the client copy, both copies, or neither copy.
    3. Mark the
      Do not File
       checkboxes next to any forms that your client will not need to file.
  9. For each jurisdiction listed in the forms tables, select
    Additional Information
     to open the
    Additional Information
     window for that jurisdiction. This window allows you to enter additional information unique to the form processing requirements.
  10. 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.
  11. Select
    Enter
     to save the information.

This article applies to:

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

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