Accountant's Assistant Handbook

from WS2 to Write-Up CS. 
Verifying data in CSA 
After you have finished the conversion process, you should verify your 
information in CSA. 
Templates 
In CSA, choose Setup / Employee Templates and modify the existing 
templates or add new ones.  
If your client is a noncalculating payroll client, the program uses the 
template information as the department information for the employees. 
(If you will be importing client data from CBS (DOS), these templates 
are also used as the employee templates for PayCheck employees. CSA 
does provide three default templates that you can copy and modify to suit 
the client’s specific needs.) 

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Appendix B: Converting CBS Clients from WS2 to CSA 
Accountant’s Assistant Handbook 
157 
ƒ 
If your client does not need to process employees with tips, it is 
recommended that you delete the Tipped template provided by the 
program.  
ƒ 
If your client will be processing tips and you want to use the Tipped 
template, you must delete the pay items that are restricted in CBS. 
The following pay item types are considered restricted and will 
never transfer to CBS: Allocated Tips, Indirect Tips, TDW 
Reduction, Tipped Wages, and Tips Deemed to be Wages.  
ƒ 
For clients offering pre-tax deductions, you need to set up only the 
deduction item. Corresponding pay items are no longer needed for 
CBS versions 2001.5.5 and higher.