Accountant's Assistant Handbook

OK to close the Client Properties dialog and save the changes 
you have made. 
Employee templates 
 Choose 
Setup / Employee Templates.  
CBS relies heavily on the use of templates for setting up employee 
records. These templates provide common sets of default information for 
various groups of employees — for example, Officers, Salaried 
Employees, Hourly Employees, Tipped Wage Employees, and so forth. 
You can edit the existing default employee templates or add any 
templates you may need. 
 

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Client Setup in CSA 
Accountant’s Assistant Handbook 
41 
 
CBS CheckWriter requires employee templates for noncalculating 
payroll. If the client will be using the noncalculating payroll feature in 
CBS CheckWriter, you must set up employee templates in CSA using 
appropriate payroll items to create the required department information, 
payroll items, and default GL account numbers.  
CBS PayCheck uses employee templates for calculating payroll. Setting 
up template information in Accountant’s Assistant for CBS PayCheck 
will save you time when you set up your client in CBS. Note that CBS 
PayCheck allows you to specify multiple departments for each 
employee. CBS cannot use the “Tipped” template or any template set up 
for third-party sick pay. Information for these templates will not be 
transferred to the client. This is true of both CBS PayCheck and CBS 
CheckWriter payroll. 
Regardless of which module the client will be using for payroll, setting 
up the employee templates in CSA will help to ensure that the setup is 
correct. 

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Client Setup in CSA 
 
42 
Accountant’s Assistant Handbook