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Set up your client

Set up client payroll information

In the
Payroll Information
 tab of the
Clients
 screen, you can select 1 or more payroll schedules for your clients, select the default method of time entry (for live payroll processing only), and specify how checks are to be handled at print time.
  1. Turn on the appropriate payroll services in the
    Add/Remove Services
     window.
  2. Select
    Setup
    ,
    Clients
    , then the
    Payroll Information
     tab.
  3. Select the client in the
    Clients
     list, then
    Edit
    .
  4. For live payroll processing only: In the
    Employee Data Integration
     section, turn on client service options for your client, if appropriate.
  5. For live payroll processing only: In the
    Default Time Entry Method
     section, select the default method that the client uses for entering time into the application. Manual: Email in time, Fax in time, Phone in time, Other. Import: Excel Time Entry,
    Remote Payroll Entry,
     Time Clock, or Timerack.
    note
    This default time entry method is used for all of the client's payroll schedules unless you specify that different time entry methods should be used for specific payroll schedules, as explained in the following step
    .
  6. In the
    Payroll schedules
     section, select the ellipsis to open the
    Payroll Schedules
     window, where you can add or modify the payroll schedules to use for this client and you can specify the time entry method to use for a specific payroll schedule.
    note
    • You can enter an unlimited number of payroll schedules for a client, but for live payroll processing at least 1 payroll schedule must be set up for each client.
    • The Payroll schedules field includes all payroll schedules that the client uses, separated by commas.
  7. For live payroll processing only: In the
    Default Check Output
     section, choose either
    Paper checks/stubs
     or
    Remote check printing
     as appropriate for this client. If you're using remote check printing, you can also choose to send payroll or vendor checks to FileCabinet CS after printing by marking the appropriate checkboxes.
    For vendor checks, you can also choose to exclude funded checks from being sent to the client portal for remote printing.
  8. In the
    Miscellaneous Information
     section, enter the appropriate information regarding the filing of payroll tax forms.
  9. For live payroll processing only: In the
    Negative Check Treatment
     section, specify how you want the application to handle the treatment of negative net pay checks, if applicable. In a negative payroll check situation, the application needs to know how you want to handle the reduction of deductions and taxes for that particular check, whether or not you want to carry the shortfall amount to future checks, and if so, when to reset shortfall balances.
    note
    • If more 1 one deduction is selected, they will be reduced in the reverse of the payroll item sort order. (The payroll item sort order is set up in the
      Payroll Items Sort Order
       window, available from the
      Payroll Items
       screen.)
    • If more than 1 tax is selected, they'll be reduced in the following order: federal, state, and then local.
    • If both deductions and taxes are set to be reduced, the application will first reduce deductions and then taxes.
    • You can't reduce Employee FICA amounts here. You can edit those amounts manually during payroll check entry.
  10. Select
    Enter
     to save the client payroll information.

This article applies to:

  • PRODUCT: Accounting CS
  • Subject: Clients,Payroll checks

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