Accountant's Assistant Handbook

Payroll Tax Information / Update.  

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Processing Client Information 
 
148 
Accountant’s Assistant Handbook 
Client import of the accountant’s transfer file 
Your client can import the update information that you’ve generated in 
an accountant’s transfer file by choosing File / Import / From 
Accountant. 
As long as you understand the implications of changing the client’s data 
files and are careful when selecting information to transfer, the client can 
safely import the updated information at any time. 
Note: Your client may import data from an accountant’s transfer file that 
contains updated employee information (including earnings records) 
even after creating new payroll checks. Earnings records in CBS are as 
of the start of the month, with subsequent payroll checks and earnings 
adjustments kept separately and merged as part of the client’s Export to 
Accountant process. CBS PayCheck uses both the start-of-month 
earnings record and any checks or adjustments when displaying earnings 
records on the Earnings and Tax W/H and Deductions tabs of the Setup / 
PayCheck Employees window in CBS when calculating new payroll 
checks.