Accountant's Assistant Handbook

Important!  
ƒ  For benefit accrual items (such as vacation or sick time): 
ƒ  For a salaried employee, complete the Rate field using the 
annual salary. 
ƒ  For an hourly employee, complete the Rate field using the 
corresponding hourly rate for that pay item. 
ƒ  For salary rates, enter the annual salary.  
5.  If the client begins using CBS PayCheck at any time other than the 
beginning of the calendar year, click the Details 
 button to access 
the Details dialog. For each employee, review 
and edit as necessary the hours worked and amounts earned or 
withheld for each PayCheck item (pay and withholding) for the 
current period, the current quarter, and the year to date. 
6.  On the Tax W/H and Deds tab, click the Details 
 button for each 
tax withholding item (not including the two FICA items) to open the 
Additional Employee-Level Deduction Item Information dialog 
where you can review and complete the necessary fields for federal, 
state, local, SDI, and SUI withholdings (as applicable). This includes 
the general ledger account number, the appropriate state or locality, 
the employee’s marital status and withholding table, the number of 
allowances claimed, and more. 
7.  Also on the Tax W/H and Deds tab, click the Details 
 button for 
each deduction item to review and edit as necessary the general 
ledger account number, calculation specifics, and limit options for 
that deduction. From the Additional Employee-Level Deduction Item 
Information dialog, click the Tax Calculation Details button to open 
the Edit Deduction - Tax Calculation Details dialog and review the 
global tax calculation settings for the deduction. 
Note: If you have enabled the CBS direct deposit features for your 
client, refer to the “Client Bookkeeping Solution Guide to Direct 
Deposit” PDF (available from the CBS Help Topics dialog) for 
details on setting up PayCheck employees for direct deposit. 

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Client Setup in CBS 
Accountant’s Assistant Handbook 
113 
8.  When you have finished with an employee record, click the Save 
button to save your edits and choose the next employee from the 
listview pane at the bottom of the PayCheck Employees window.