Instructions and Procedures

CSV Import Guidelines

Introduction. The Payroll System has the capability of importing payroll or 1099 data in a CSV file. A CSV ("Comma Separated Values") file can be created by organizing data in a spreadsheet program,…

John Logue
Updated 1 year ago by John Logue

Connecting to an Existing Network Database

To connect the software to an existing network client database follow these steps. If your account is not licensed for the network version, the program will alert you and you can purchase the license…

Christopher H
Updated 6 days ago by Christopher H

Creating a new network database

To create a new database in a shared network location follow the steps below. If your account is not licensed for the network version, the program will alert you and you can purchase the license(s) o…

Christopher H
Updated 6 days ago by Christopher H

Entering Data at a Client's Office

Some users prefer to take the program to a client's office and enter data at that location, using the client's computer. It is possible to do this by installing the program onto a flash drive. Then a…

John Logue
Updated 1 year ago by John Logue

Health Insurance Compensation for 2% Owners of S-Corps

Health Insurance Compensation income for 2% owners of S-corporations (payroll tax year 2006 and earlier). If it has been determined that the Health Insurance Compensation is: Taxable to Federal incom…

John Logue
Updated 1 year ago by John Logue

Hide/Display State Forms

In CFS programs containing forms for multiple states, you can hide the states you'd rather not see. Click "Configuration" on the toolbar. Under "Form Display Options," click "Display State Forms." Cl…

John Logue
Updated 1 year ago by John Logue

Install Procedure - Add private database

Install Procedure - Private database. Some Payroll System users require that their own company not be in the general database visible to their own employees. Our recommended solution is to set up a p…

TYLER MONROE
Updated 4 months ago by TYLER MONROE

Install Procedure - Continue private database next year

Install Procedure - Continue private database. Some Payroll System users require that their own company not be in the general database visible to their own employees. Our recommended solution is to s…

TYLER MONROE
Updated 4 months ago by TYLER MONROE

Manually Importing Client Data From The Previous Year

When run for the first time, the software will automatically import client data from the previous year. To manually import client data from the previous year, at any time, follow the steps below: Fro…

Christopher H
Updated 10 months ago by Christopher H

Payroll System Database Reconstruction

The Payroll System database consists of a folder containing a Microsoft Access database file and a set of subfolders. Each subfolder has a name based on a client's EIN. There are two different proced…

John Logue
Updated 1 year ago by John Logue

Payroll System QuickBooks Import

What do we import? We import 941 employees and their paychecks and 1099 vendors and their payments. The import can only be done from the 941/940 program. We support QuickBooks 2002 or later—Basic, Pr…

John Logue
Updated 1 year ago by John Logue

Setting: Application Mode

Customers who have purchased a Network License can switch the software between Single-User mode and Network mode. When the software is running in Network mode, client data can be stored on a network…

Christopher H
Updated 10 months ago by Christopher H

Special Database Recovery Detail Instructions

If you have not already done so, please read the Special Database Recovery Overview If you are going to follow this procedure, the first step is to print this article. You will want to make notes on…

John Logue
Updated 1 year ago by John Logue

Special Database Recovery Overview

This procedure is used when access to the payroll program fails because the database (.MDB) file has been corrupted/damaged. The plan is to create a new empty database file. Then restore into it what…

John Logue
Updated 1 year ago by John Logue

Switching Between Single-User Mode and Network Mode

Customers who have purchased a Network License can switch the software between Single-User mode and Network mode. When the software is running in Network mode, client data can be stored on a network…

Christopher H
Updated 10 months ago by Christopher H

W2/1099: Transferring data between 1099-MISC form and 1099-NEC form

Click Utilities (you’ll find menu items near upper left hand corner of Payroll System) Click Copy Employee/Recipient Info to Another Form ". Click Copy from 1099-MISC Recipients.. Select the recipien…

Eric
Updated 5 months ago by Eric

Where is the 4th Quarter 941 module for 2020?

Creating a new Form 941 for a client for the 4th quarter of 2020 Usually, Form 941 appears but once in the Module Library. Due to a mid-year form revision in 2020 , however, each quarter of Form 941…

Eric
Updated 5 months ago by Eric

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