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Vendors and tax agents
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This article applies to:

  • Product: Accounting CS

Set up tax agents

The
Tax Agents
 screen shows federal, state, and some local tax agents for your firm's clients.
You can add local withholding tax agents manually. When a client adds a work location or employee address in an agent's jurisdiction, that agent displays in the client's Vendors list.
note
Manually added tax agents won't have corresponding tax forms in the application. Select a default tax agent to make specific tax forms available for clients.

Add a local tax agent

  1. Select
    Setup
    ,
    Firm Information
    , then
    Tax Agents
    .
  2. Select
    Add
    .
  3. Enter the agent's ID and name.
    note
    Enter the tax agent name as you want it to appear in dropdowns and reports. The tax agent name and tax agent ID combination need to be unique for each tax agent, even if the ID is blank.
  4. Select the state in the Jurisdiction section.
  5. Select the ellipsis next to
    Localities
     to select any localities under the jurisdiction of the tax agent, then select
    OK
    .
  6. Select the ellipsis next to
    Liabilities
     to select liabilities for the tax agent.
  7. Select the ellipsis in the Deposit Schedules section to select deposit schedules and details.
  8. Select the default payment method for the agent in the Payment Options section.
    • Mark the
      Filing required when no payment due
       checkbox if the tax agent needs a payment form filed event when there's no liability due. Mark the
      Accepts zero EFT file
       checkbox if the agent will accept a zero amount EFT file.
      note
      • Zero-payment forms aren't created for inactive clients.
      • These checkboxes can be edited only for tax agents that you've added manually.
    • When
      Payment
       is the default payment method for the tax agent, you can mark
      Include payment worksheet
       to create a payment worksheet when payroll liabilities process for the tax agent.
  9. Enter contact information in the
    Phone and Fax Numbers
     and
    Email and Web Addresses
     sections.
  10. Select
    Enter
     to save.

Edit tax agents

  1. Select
    Setup
    ,
    Firm Information
    , then
    Tax Agents
    . Select the tax agent, then select
    Edit
    .
  2. Update ID, deposit schedule, payment method, and contact information as needed.
    note
    The tax agent name and ID combination needs to be unique for each agent.
  3. For federal agents, enter payment bank details. For state and local agents, enter a default payment address.
  4. Update direct deposit information if necessary.
  5. Select
    Enter
     to save changes.

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