Accountant's Assistant Handbook

Advance EIC payment information 
If your client has employees who are eligible for an advance Earned 
Income Credit (EIC) payment, use the EIC Adv-Both Spouse, EIC 
Adv-Single/Head of Household, or EIC Adv-One Spouse pay item on 
the Earnings tab of the Setup / Employee Templates dialog or the Setup / 
Employees window. 

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Client Setup in CSA 
 
52 
Accountant’s Assistant Handbook 
Mid-quarter payroll setup 
You could set up payroll information for your client in CSA or CBS, but 
in most cases, it is easiest to set up a client for CBS PayCheck at the start 
of a calendar year or quarter, and when you already have after-the-fact 
payroll employee data, payroll items, and payroll account numbers 
available in CSA that you can transfer to your client. 
If you are not already using CSA for after-the-fact or calculating payroll 
for this client and if you want to perform payroll functions for a client 
who will begin processing payroll in CBS in mid-quarter, then you 
should take the following steps to update your CSA program and ensure 
that you are accurately tracking 941 liabilities. 
1.  Enter the client’s employee information in CSA in the Setup / 
Employees window. For more information on setting up employees, 
search on Employees [Setup menu] from the index in the CSA help 
browser, and then select the topic called Adding a new employee. 
2.  While in Add or Edit mode, choose Edit / Earnings History. Enter 
the employee’s earnings in the appropriate fields. If you are entering 
earnings for prior periods, you can enter the totals in January or on a 
month-by-month basis. 
3.  Advance the payroll period in CSA (by choosing File / Select Period 
to Process) to the month you want to begin processing payroll in 
CBS. When you create the initial accountant’s transfer file to set up 
payroll for a CBS client, the files will include all quarter-to-date and 
year-to-date payroll information through the current period. 
4.  If the client has already issued payroll checks during the current 
period, have the client record them as handwritten checks (by 
marking the Handwritten checkbox in the Checkbook data-entry 
window) in CBS. Do not include these earnings when setting up the 
employee in CSA. 
ƒ  A client using noncalculating payroll in CBS CheckWriter 
should select Payroll Chk from the drop-down list in the Type 
field to record those handwritten checks.  
ƒ  A client using CBS PayCheck should select PayCheck from the 
Type drop-down list. 

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Client Setup in CSA 
Accountant’s Assistant Handbook 
53 
5.  The client should record all unprinted payroll checks for the current 
period.