Processing data for payroll consolidation groups

Process payroll tax forms

Select Actions, then Process Payroll Tax Forms.
Mark the checkbox for the primary client in the Form Selection grid.
note
Secondary clients are automatically filtered out of the grid for you, unless they're set up to not consolidate state or local forms.
Select Process Selected.

Process impound tax payments

The
Group impound tax payments
checkbox is marked on the Payroll Consolidation Groups screen.
All clients in the group have the same deposit and withdrawal accounts in the Impound tab of the Clients screen.

Select
Actions
, then
Manage Impound Payments
.
Mark the checkboxes for the tax liabilities to pay.
tip
You can choose to pay all of the liabilities under the primary client (which includes all of the liabilities for all secondary clients) or you can select just some of the liabilities.
Select the ellipsis for a liability to review details for that liability.
Select
Pay Selected
.