LivePayroll

Blank Check Setup

The Blank Check Setup screen is accessed from the Print Payroll Checks screen or the Employer/Payer Setup (Edit Client) screen and contains the information necessary to print checks on blank check st…

Greg Hatfield
Updated 5 months ago by Greg Hatfield

Check Printing Supplies

Paper supply and hardware requirement information for printing checks is listed below. Printing on Blank Check Stock When printing on blank check stock only one supply of blank checks is required. Al…

Greg Hatfield
Updated 5 months ago by Greg Hatfield

Correcting 941 for missing ERC (Retention Credit)

SIMPLEST PROCEDURE for Correcting 941 for Missing ERC (Retention Credit) Form 941-X What Programs are needed? Payroll System’s Payroll Corrector Program includes the Form 941-X. However, to import 94…

Eric
Updated 2 months ago by Eric

Creating a local rate schedule file

Open the Payroll Data grid. Click the Fed/St WH tab.. Click Edit next to Locality. The State/Local Withholding Rates dialog appears.. Click New. Complete the withholding rate information including th…

Eric
Updated 6 months ago by Eric

Direct Deposit in LivePayroll

Setting Up Direct Deposit. User Setup. Before you can use the Direct Deposit feature, you must enroll with National Payment Corporation ("NatPay") and set up a user account. To set up your account, o…

John Logue
Updated 6 months ago by John Logue

Gross-up for All Taxes and Deductions

This gross-up utility should be used when the employer wants to calculate how much gross pay to give an employee so that they end up with a certain amount of net pay. The employer is paying all of th…

Nina Tchistiakova
Updated 6 months ago by Nina Tchistiakova

Live Payroll Setup utility

Certain settings required for live payroll calculations can be added automatically for all employees by making the desired selections below. Other settings must be established for each employee. Acce…

Eric
Updated 8 months ago by Eric

LivePayroll Overview

LivePayroll shares the same interface as other CFS Payroll System programs: 941/940 , W2/1099 , and Payroll Corrector. It includes all of the features and forms of the after-the-fact 941/940 program,…

John Logue
Updated 8 months ago by John Logue

LivePayroll vs. After-the-Fact Payroll

CFS Payroll System offers two versions of payroll data entry: after-the-fact and live. 941/940 After-the-Fact Payroll. CFS 941/940 After-the-Fact Payroll allows users to: Enter payroll check data for…

Eric
Updated 8 months ago by Eric

Print Payroll Checks or stubs

The Print Payroll Checks, Vendor Checks (or check stubs) screen is accessed from the Print button on the employee Payroll input screen or the Vendor Payment screen. This screen is used to setup and c…

Nina Tchistiakova
Updated 5 months ago by Nina Tchistiakova

Setting up a progressive or rate schedule tax

Some local taxes are calculated using a rate schedule. These are defined as having different tax rates for different wage levels. Calculations using a rate schedule require the use of the special Loc…

Eric
Updated 6 months ago by Eric

Setting up employee withholding

Entry of withholding information for each employee allows the program to calculate the federal and state income tax withholding for the paycheck. The withholding information is entered on the Fed/St…

Eric
Updated 6 months ago by Eric

Setting up employers and employees in LivePayroll

Add the appropriate Income Items to the employer's Payroll Setup tab (Regular Wages (hourly), Overtime Wages (hourly), etc.). See Setting Up Paycheck Items. Open the Payroll Data grid. Click the Rate…

Eric
Updated 8 months ago by Eric

Setting up hourly employees

Payroll System creates a Salary Income Item for all employees by default. There are two methods for creating hourly employees. Method 1: Automatically convert salaried employees to hourly. The progra…

Eric
Updated 6 months ago by Eric

Setting up local withholding tax

Employee tax withholding is controlled by adding Tax Items to the Employer/Payer setup screen. Federal and state taxes are included as Tax Items for each employer. Currently local Tax Items for New Y…

Eric
Updated 6 months ago by Eric

Setting up vacation & sick leave

Introduction. Vacation and sick leave policies affecting paychecks and returns can be customized on the Vacation Policy Setup screen. Opening the Vacation Policy Setup screen. Double-click on a clien…

Eric
Updated 8 months ago by Eric

Typical Examples of Vacation/Sick Leave Policy Settings for Hourly and Salaried Employees

Vacation/Sick Leave accrual and tracking is only available to Live Payroll users. See also , Vacation/Sick Leave Overview , Vacation/Sick Leave Policy Setup , and Vacation/Sick Leave Employee Setup.…

Greg Hatfield
Updated 5 months ago by Greg Hatfield

Vacation and Sick Leave in LivePayroll

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…

John Logue
Updated 8 months ago by John Logue

Vacation/Sick Leave Employee Setup

Vacation/Sick Leave accrual and tracking is only available to Live Payroll users. See also , Vacation/Sick Leave Overview. One policy for each of the two categories of Paid Time Off (PTO) can be assi…

Greg Hatfield
Updated 5 months ago by Greg Hatfield

Vacation/Sick Leave Overview

Two separate categories of Paid Time Off (PTO) can be accrued and usage can be tracked in Live Payroll only. The categories are Vacation and Sick Leave. This requires the user to create policies desc…

Greg Hatfield
Updated 5 months ago by Greg Hatfield

Vacation/Sick Leave Policy Setup

Note: Vacation/Sick Leave accrual and tracking is only available to Live Payroll users. See also , Vacation/Sick Leave Overview. See also , Typical Examples of Policy Settings for Hourly and Salaried…

Greg Hatfield
Updated 5 months ago by Greg Hatfield

Vendor Check Utilities

The Vendor Check Utilities dialog is accessed from the Options menu on the Vendor Payments grid. All utilities, except Import, on the dialog operate on all vendor checks in the specified date range f…

Greg Hatfield
Updated 5 months ago by Greg Hatfield

Workers' Compensation Information

The Workers' Compensation information is entered on States Setup tab of the Edit Employer/Payer Information screen. This information can only be entered in the Live Payroll version of the program. Th…

Greg Hatfield
Updated 6 months ago by Greg Hatfield

Workers' Compensation Report Setup

The Workers' Compensation Report is only available with the Live Payroll enhancement. The setup screen is accessed from the Payroll Reports screen by clicking the button next to the Workers' Compensa…

Greg Hatfield
Updated 6 months ago by Greg Hatfield

Workers' Compensation Setup

The Workers' Compensation Setup screen is used to quickly assign workers' compensation codes to employees and income items. The setup screen is accessed from the States Setup tab of the Edit Employer…

Nina Tchistiakova
Updated 6 months ago by Nina Tchistiakova

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