"Recopying" your File Name and Path to the Windows Clipboard
1099 E-Filing Overview
Applying for a Transmitter Control Code (TCC)
Checking Size of Uploaded File
FIRE System Upload: Navigating to your File
Navigating the IRS FIRE System Website
Printing Summaries and Reports
Payroll Return E-filing
E-filing Forms 94x with Payroll System
Modifying Your IRS E-file Application to E-file Forms 94x
Requirements to E-File Forms 94x
CA Forms DE 9 and DE 9C
Texas C3/C4 Employer's Quarterly Report
How do I back up/restore my data?
How do I backup to and restore from a CD or DVD?
How do I configure automatic backup?
How do I find missing backup data?
How do I move CFS programs and data to a new computer?
How do I move CFS programs and data to a new server?
How do I send client data to a colleague via email?
Why does Financial Planning Tools indicate restore database is being shared?
Why is the program not automatically backing up?
How do I download and install an update from within the program?
How do I download and install the single user version of a program?
How do I install a program or update in "safe mode?"
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License Code/Firm Information
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How does my license code work?
Where can I find my Customer ID number?
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Instructions and Procedures
CSV Import Guidelines
Connecting to an Existing Network Database
Creating a New Network Database
Entering Data at a Client's Office
Health Insurance Compensation for 2% Owners of S-Corps
Hide/Display State Forms
Manually Importing Client Data From The Previous Year
Payroll System Database Reconstruction
Payroll System QuickBooks Import
Setting: Application Mode
Special Database Recovery Detail Instructions
Special Database Recovery Overview
Switching Between Single-User Mode and Network Mode
CD install fails with message "Previous installation not found"
CFS Setup Runs Another Vendor's Installer
Error 12007 "Name not resolved" on Update from the Web
Error 12029 "Cannot Connect" on Update from the Web
Error 12031 when Downloading
Error 339 "File is not correctly registered" During Install
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Error 339: THREED32.OCX is not correctly registered
Error 339: VSSPELL6.OCX failed to self-register
Error 35756 when Starting Program
Error 35761 when Attempting to Update
Error 35764 when Attempting to Update
Error 5001 on Installation
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Move Data Process Error on Install
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Still Running Old Version after Update
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Update Setup Stalls
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Error 2018: Page margins are too large, can't run report
Error 2019 when Printing Report
Error 429 when Printing Form
Error 482 when Trying to Print
Error 484 when Trying to Print
OCR-A (or OCR-ACFS) font is not properly installed
Program Crashes Without Error Message when Printing
"Small Fonts and Sans Serif can't be found" when Starting Program
"The feature you are trying to use..."
Error 1004: Error Accessing Database
Error 1706: No valid source could be found for product ( ). The Windows Installer cannot continue.
Error 3022 in Payroll System
Error 3031 when Restoring Payroll Data
Error 3045 in Payroll System
Error 3049 in Payroll System
Error 3050 in Payroll System
Error 3051 in Payroll System Network Installation
Error 3051 when Restoring Payroll Data
Error 3051: The Microsoft Jet database engine cannot open the file...
Error 3075 in Payroll System
Error 3112 in Payroll System
Error 3343 in Payroll System
Error 339: component missing or not properly registered
Error 3421 when Restoring Data
Error 3633 when Starting Payroll System
Error 3800 in Payroll System
Error 380: Invalid property value
Error 381: Invalid property array index
Error 400: Form already displayed; can't show modally
Error 429: ActiveX component cannot create object
Error 429: You don't have an appropriate license to use this functionality
Error 480: Can't create AutoRedraw image
Error 48: Trouble loading DLL
Error 52: Bad file name or number
Error 5: Invalid procedure call
Error 63 and Error 380
Error 6: Overflow
Error 7 when Starting Program
Error 70: Permission Denied
Error 75: Path/File Access Error
Error 9 and Error 381
Error 9 and Error 63
Error TX4OLE invalid property value 1-900
Items "Not Saved"
Message that something "needs to be installed" or "is on CD"
Your Network Data Is Read-Only
CFS Program Interface
Federal/State Tax Planner
Quick Reference Guide
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Data File List
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Label Setup Options
Repair Client Database
Using the Editor
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Importing/Exporting Client Data
Lacerte Client List
ProSystem Client List
Table of Contents
Updated by John Logue
In LivePayroll, two separate categories of Paid Time Off (PTO) can be accrued: Vacation and Sick Leave.
Creating Policies for Employers
The user must first create and save Vacation and/or Sick Leave policies for the employer. With the desired employer highlighted in the Client List, click the Edit Client button to open the Edit Employer Payer Information screen, then select the Vacation/Sick Leave tab:
To add a policy, click the appropriate Add button:
The program includes default settings which can be edited:
The default settings for Vacation Policy Setup are typical for a policy in which employees earn 2 weeks of vacation a year. Change the settings if you wish, then click OK to save the policy:
Multiple policies can be added and edited as needed. In the below example, vacation policies have been created for 2 weeks/year and 3 week/year. Policies can be edited or deleted by use of the Edit and Delete buttons.
One or more Sick Leave Policies can be added, and policies can be edited and deleted, just as with vacation policies. The default settings conform to California's "Healthy Workplace, Healthy Family Act of 2014." Policies conforming to sick leave laws for New York City and San Francisco are described in the program Help file.
When you have finished setting up your vacation and sick leave policies for this employer, click the Save button to save them.
Assigning Policies to Employees
Once you have created PTO policies for an employer, the next step is to assign the policies to employees. This is done from the Rates tab of the Add/Edit Payroll Data screen.
On the Vacation/Sick Leave Employee Setup screen, select the appropriate Category (Vacation or Sick Leave)...
...then select the Current Policy:
Click Save to save the selected policy for this employee:
One policy from each category can be assigned to each employee.
Different policies can be assigned to different employees. For instance, this employee accrues 2 weeks of vacation per year, whereas another employee might accrue 3 weeks/year:
If the employee has previously accrued a PTO balance, enter the hours accrued in the Balance Accrued field:
The Balance to Use field is used if the policy has an annual usage limit. Otherwise, this field should be left blank.
After assigning policies to employees or changing balance amounts, be sure to Save changes.
The Preview Report button can be used to view a PTO report for this employee (or all employees, if All Employees is selected from the Employee dropdown menu). The Recalculate button is used to recalculate balances if an amount is edited.
When you have finished assigning policies, click Close to exit the Vacation/Sick Leave Employee Setup.
Entering Vacation and Sick Leave Hours
Vacation and sick leave are entered into the payroll grid along with other payroll data:
The first time you enter PTO hours, the program will prompt you to enter the number of hours worked after the accrual start date:
The employee's paycheck stub provides a record of vacation and sick leave:
For more information, please see the program's Help file.