Set up a payroll check template
For after-the-fact payroll clients, Accounting CS lets you create templates for payroll check transactions in the Enter Transactions screen. This saves you time during data entry and helps prevent data-entry errors because some of the information is already entered for you.
When a payroll check template is used for an employee, the application deducts payroll taxes at the limit that is specified in the template,
even if the employee reaches the threshold limit for the tax.
The payroll processor needs to manually update the employee's payroll check template when they have reached the limit.note
- The command is available only whenPayroll checkis selected in theTypefield in theEnter Transactionsscreen.
- You can create only one payroll check template for each employee. If you save a payroll check template for an employee for which a template has already been created, the application overwrites the saved template with any updated information.
- The application duplicates the information from the selected payroll check, but does not save any dates as part of the template.
Create a template
- SelectActions, thenEnter Transactions.
- Start a new payroll check transaction using either of the following methods.
- Select an existing payroll check.
- SelectPayroll checkfrom theTypefield, and then select an employee from theEmployeefield.
- Enter or update information that you want to include in the payroll checks that will be created from this template.
- SelectEdit, thenSave as Payroll Check Template.
Update a template
The application automatically updates payroll check templates in the following situations.
- If a payroll check template exists for an employee in theEnter Transactionsscreen and selectEdit, thenSave as Payroll Check Template, the application overwrites the existing template with any updated information.
- If you recall a payroll check template to create a check and then save the transaction, the application updates the template based on the setting inPayroll Check Template Settingssection in thePayrolltab of the window.
- If you recall a payroll check template to create a check and then save the transaction, the application updates the template based on the setting inPayroll Check Template Settingssection in thePayrolltab of the window.
Delete a template
- At the bottom of theEnter Transactionsscreen, selectEdit Multiple Transactions.
- In theEdit Multiple Transactionsscreen, selectDelete Payroll Check Templatesfrom theActiondropdown.
- The application displays the payroll check templates that have been created for the selected client. Select the checkbox for each template to delete, then selectOK.
