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Set up your firm and staff

Use the alternate preparer block feature

Your firm can display different firm information on files and forms for various clients based on the services provided. This is particularly useful for firms with separate business names for different services, such as "Awesome Accountants" for tax preparation and "Perfect Payroll" for payroll services.
The Alternate Preparer Block feature allows your firm to use an alternate name, EIN, and address for live payroll clients on payroll tax forms, such as 941s, W-2s, 1099s, state forms, and reports. For example, if your firm uses Accounting CS for write-up and after-the-fact payroll services and Accounting CS Payroll for live payroll services, this feature lets you display different firm information on the respective forms for each set of clients.
note
To request this feature, email the sales team.
  1. Go to
    Setup
     and select
    Firm Information
    , then
    Firm
    .
  2. In the
    Identification
     section, enter the alternate firm name in the
    Alternate firm
     field and the EIN/SSN in the
    Alternate EIN/SSN
     field.
  3. In the
    Addresses
     section, select Selection button, then
    Alternate
    .
  4. Enter the address to be used for the alternate firm information.
  5. In the
    Phone and Fax numbers
     section, select Selection button, then
    Alternate
    .
  6. Enter the alternate phone and fax numbers.
  7. Select
    Enter
     to save the contact information.
note
Because the alternate firm information is entered in a global setup screen, your alternate firm information is used for all clients with the Payroll service turned on.

This article applies to:

  • Product: Workpapers CS
  • Subject: Preparer