UB 8338 Payroll CS Welcome UB v.2016.x.x

UB 8338 Payroll CS Welcome UB v.2016.x.x
Payroll CS, v. 2016.x.x
User Bulletin 8338 Welcome
March 23, 2016
TO
All new users of Payroll CS,® which is part of Creative Solutions Accounting™ (CSA) and the
CS Professional Suite.®
PURPOSE
This user bulletin highlights some of the features available in Payroll CS and explains the tools available
to help you become familiar with the application. Please print this user bulletin and share it with all
Payroll CS users in your office.
CONTENTS
LEARNING TOOLS....................................................................................................................................... 1
Creative Solutions Accounting help topics ............................................................................................. 1
PDF guides ............................................................................................................................................. 2
PAYROLL CS FEATURES ........................................................................................................................... 2
Setup features ........................................................................................................................................ 2
Processing features ................................................................................................................................ 2
Automatic calculations ............................................................................................................................ 2
Advanced features .................................................................................................................................. 3
Optional add-on features ........................................................................................................................ 3
W-2 and 1099 processing....................................................................................................................... 4
W-2 and 1099 forms ............................................................................................................................... 4
Integration with UltraTax CS................................................................................................................... 4
CSA HOME PAGE ........................................................................................................................................ 4
DATA CONVERSION ................................................................................................................................... 4
LICENSE AND APPLICATION UPDATES AVAILABLE VIA CS CONNECT ............................................... 5
HELP & SUPPORT ....................................................................................................................................... 5
Help & How-To Center ........................................................................................................................... 5
Product support ...................................................................................................................................... 5
Website resources and email subscriptions ........................................................................................... 6
LEARNING TOOLS
Creative Solutions Accounting help topics
The primary documentation for learning and using the Creative Solutions Accounting applications, the
CSA help includes information about features, data-entry windows and dialogs, and procedures. From the
CSA menu bar, choose Help > Help & How-To, and then click the Getting started with Creative
Solutions Accounting link in the Alerts and notices section on the right side of the screen — or enter the
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desired search text in the search field. In addition, you may press F1 or CTRL+F1 to view help about the
active window or dialog.
PDF guides
Several guides for using CSA and Payroll CS are available in Portable Document Format (PDF) that you
can view or print using Adobe Reader. To open and view or print one of these guides, open CSA and
choose Help > Help & How-To Center and then enter PDF guides in the search field.
Note: If you have difficulty opening a PDF guide, you might need to download and install the latest
version of Adobe Reader from the Downloads page of the Adobe website.
PAYROLL CS FEATURES
The following is a list of some of the significant features included in Payroll CS.
Setup features
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Create templates for quick setup of new employees.
Transfer existing client setup information to new clients to eliminate redundant data entry.
Transition existing Write-Up CS® after-the-fact payroll clients to full calculating payroll with ease.
Share pay, deduction, and withholding items globally.
Save commonly used cities, zip codes, etc., in custom field views to quickly enter data during client,
vendor, and employee setup.
Make changes to an individual employee record and transfer changes to selected employees or all
employees at one time.
Select from several styles of data-entry worksheets to make it easy for your clients to communicate
payroll information to you.
Customize your check entry screen for each client to speed data input.
Update employee records on-the-fly.
Processing features
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Batch-generate both salary and hourly paychecks.
Process W-2s, 1099s, 940/941/943/944/945 forms, and state payroll tax forms globally for selected
clients or all clients at once.
Create general ledger transactions and vendor and payroll checks that automatically integrate with
bank reconciliation features in Write-Up CS.
Create files for government verification of employee Social Security Numbers and vendor Tax ID
numbers.
Electronically verify employment eligibility through integration with the federal E-Verify system.
Import employee and payroll check information from Microsoft® Excel® spreadsheets.
Electronically file Forms 940, 941, and 944.
Electronically file various state payroll tax forms.
Use the Status Event feature to set up ticklers that remind you of upcoming due dates, such as tax
deposit deadlines or other specified events.
Import files from leading time clock manufacturers using the Timeclock Import feature to reduce the
need for data entry.
Handle federal tax payments electronically through EFTPS and electronic payroll and, with a license
for the Direct Deposit module, vendor and tax payments through direct deposit.
Receive electronic filing support for new hire reporting for many states, including Alabama, California,
Florida, Indiana, Massachusetts, Michigan, and North Carolina.
Automatic calculations
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Unlimited number of benefit accruals including vacation time, sick time, and so forth.
Comprehensive tips processing, including:
 Reported tips based on hours or sales
 Tip credit reduction
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 Tips deemed to be wages
 Allocated tips
 Sub-minimum wage overtime adjustments
401(k) and Cafeteria Plan deductions
Federal garnishments
Federal levies
Child support deductions
Union pay special calculation pay items
Piecework payroll processing
Certified payroll and daily time entry
Unlimited number of state or local withholdings
SDI and SUI withholdings
SUTA expenses
EIC payments
Commissions based on percent of sales
Two-tier and state-specific minimum wage
Federal tax deposits, including creation of third-party checks
Special tax treatments for bonuses, lump-sum payments, and so forth
Multi-department employees
Net-to-gross calculations
Advanced features
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Generate legal and letter-size (2-up) checks.
Add up to two signatures per client to the check layout, along with a logo or other bitmap graphics.
Suppress the printing of zero-amount items on checks.
Track and report workers’ compensation amounts.
Customize preprinted check layouts using the graphical check layout editor.
Prepare EFTPS files for batch processing.
Compute and print invoices for your services.
Optional add-on features
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Use the capabilities of the Payroll CS Direct Deposit module to provide your clients with even more
service and convenience, including the following.
 Make electronic payroll and vendor payments.
 Make child support payments and tax payments.
 You can obtain the free Impound license from your CS Account Representative and create ACH
files for funds to be collected from your clients to cover payroll and vendor checks that you pay
from a centralized impound account. You can also reconcile your impound account with the
included bank reconciliation feature.
If you are enrolled to use XactPay,SM you can take advantage of the pay-as-you-go workers’
compensation program through The Hartford.
If you are enrolled to use InsurePay, you can take advantage of that pay-as-you-go workers’
compensation program.
If you are enrolled to use The Online 401(k), you can provide your clients with an integrated 401(k)
solution.
Efficiently process state payroll reporting using the State Payroll Tax modules.
Integration with FileCabinet CS® is available for all CSA reports, payroll or vendor checks, and
payroll tax returns.
Licensed users of GoFileRoom® can print CSA reports, payroll or vendor checks, and payroll tax
forms to GoFileRoom as a PDF file.
Use the Payroll Reporter module to create custom employee-based reports that can be used for all
clients.
Use Remote Payroll Entry to allow your clients to enter their payroll information (via their own
secure portal), which you can then seamlessly import into Payroll CS. In addition, this module allows
your clients to print their payroll checks and reports remotely.
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Use Web Employee to export check stubs, W-4 information, and/or W-2s from CSA to an employee
portal, where your client’s employees can log in to view their information.
If you are licensed for Payroll Tax Unlimited Electronic Filing, you can electronically file an
unlimited number of 940 and 941/944 forms as well as withholding and unemployment files for a
number of states.
W-2 and 1099 processing
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Step-by-step instructions for processing W-2s and 1099s, see W-2 and 1099 year-end processing
overview, or choose Help > How & How-To and enter W-2 or 1099 in the search field.
Copies of the IRS instructions for W-2 or 1099 recipients are provided as PDF files.
W-2 and 1099 forms
Payroll CS supports the following W-2 form types:
 Facsimile (blank paper), preprinted, and electronic file creation for Copy A and W-3
 Facsimile and preprinted Copies D and 1
 Facsimile and preprinted 2-up Copies B/C and 2/2
 Facsimile 3-up Copy B/2/C
 Facsimile, pressure seal, and preprinted 4-up Copy B/C/2/2
The application supports the following 1099 form types for the 1098, 1099-A, 1099-B, 1099-DIV, 1099-G,
1099-INT, 1099-MISC, 1099-OID, 1099-PATR, 1099-R, 1099-S, 1099-SA, 5498, 5498-SA, and W-2G
forms:
 Preprinted and electronic file creation for Copy A and 1096
 Facsimiles and preprinted for other copies. Pressure-seal is supported for 1098, 1099-INT and 1099MISC forms.
We strongly recommend that you purchase any preprinted forms from Forms CS to ensure proper
alignment. Predefined CSA form layouts are designed to pre-align with forms produced by Forms CS. We
cannot guarantee proper alignment to other vendors’ or government forms. For complete details, please
refer to the user bulletin entitled Ordering W-2 and 1099 Forms (in the CSA user bulletins help topic), or
call Forms CS at 800-909-1850, or click the Forms CS link in the Payroll section of the CSA Home Page.
Integration with UltraTax CS
Client data, including data from W-2s and 1099s, transfer into UltraTax CS.®
CSA HOME PAGE
The Home Page provides helpful quick links and useful client, firm, and application-specific information in
one easy-to-view area. This page will include alert notices when updates are available and will also
provide the status of federal and state payroll tax forms. In addition, real-time electronic filing transmission
status is displayed in the Notices section, and electronic filing reports are available in the Status
Summary section.
DATA CONVERSION
Payroll CS will help you convert data from other selected payroll products. Data can be converted from
The Payroll Solution® (DOS) and from the following products:
 Business Accounting Software Systems (BASS) Payroll®
 EasyACCT Batch Payroll®
 FastPay Payroll
 Franklen Payman
 ProPay and ProPay 2007
 ProTym Thunder Payroll
 UniLink Payroll*Plus™ and UniLink Payroll*32™
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Before starting the conversion process, please read the relevant conversion guide in its entirety. To view
or print the document for a specific conversion (accessible from the conversion guides section for
Payroll CS in the PDFs for the Creative Solutions Accounting programs help topic).
If the payroll application you are currently using creates a W-2 file, you can import data from this file.
During the import, CSA creates a Payroll CS client and imports the name and address information for the
client’s employees. You can also use the Payroll CS Employee Spreadsheet Import utility to import
employee information and earnings from a Microsoft Excel spreadsheet.
Note: Many of the conversion programs are available on a separate Conversions CD. To request a
specific conversion, contact CS Customer Service by calling 800-968-0600 (press 1 to reach a Customer
Service Representative).
LICENSE AND APPLICATION UPDATES AVAILABLE VIA CS CONNECT
Each year there is at least one release of the CS Professional Suite Accounting Products. New or
updated license information and any interim releases that add features or that address issues available
only via CS Connect.™
It is very important that you download and apply the application updates when they become available.
We recommend that you log on to CS Connect after you first install CSA and periodically in the first few
weeks after each release or at the beginning of each calendar quarter to download any updates that may
be available. Please note that if the Direct (LAN) Connection to Internet option is selected for your CS
Connect communications setup and your internet connection is always available, the CSA Home Page
notifies you automatically when application updates are available for download via CS Connect. Also note
that you may receive special notifications of update releases by signing up for our Email Subscription
service (as outlined in the last section of this user bulletin).
To open CS Connect from the CSA main window, choose File > CS Connect, or click the CS Connect
button on the toolbar.
 To download updated license information for your firm, mark the Retrieve licenses checkbox prior to
initiating the call to CS Connect.
 To download application updates, mark the Retrieve available updates checkbox prior to initiating
the call to CS Connect.
There is extensive documentation for using CS Connect, including specific information about how to
download and apply an application update. From the CS Connect dialog, press CTRL+F1 or F1 to open
the CS Connect help topics.
HELP & SUPPORT
Help & How-To Center
For answers to questions on using CSA and Payroll CS, access the Help & How-To Center by choosing
Help > Help & How-To, by clicking the
button on the toolbar, or by pressing CTRL+Y. You can also use
the search field on the toolbar to search for topics. For more information, including sample searches, see
Finding answers in the Help & How-To Center.
Product support
From the Support Contact Information page on our website, you can complete a form to send a question
to our Support team. To speak directly with a Support Representative, call (800) 968-0600 and follow the
prompts. Normal weekday support is available from 9:00 a.m. to 8:00 p.m. eastern time. For additional
details (including extended support hours for tax season and hours for other applications), visit the
Support section of our website. You can also access the Support section from within CSA by choosing
Help > Additional Resources > General Support Information.
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Website resources and email subscriptions
Visit our website to access the Tax & Accounting Community (formerly ARNE), to learn about training
courses, to view blogs and articles, and more. You can access the website from within CSA by choosing
Help > On the Web > CS Professional Suite Home Page.
We issue application update notices via email. You can sign up to receive these notices by visiting the
My Account section of our website. You’ll need to create a web account (if you don’t already have one)
and then sign up for the Email Subscription service where you can indicate which notices you want to
receive.
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