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Client Bookkeeping Solution (CBS), v. 2007.1.21 User Bulletin 8062: Software Update December 30, 2013
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All Client Bookkeeping Solution® Master Licensees. This user bulletin explains changes made to this release of Client Bookkeeping Solution.
CHANGES Client Bookkeeping Solution PayCheck™ Important! Because CBS maintains only a single year of tax data, you need to ensure that your client completes all 2013 payroll processing before they import the 2014 tax tables. CBS does not maintain state unemployment data in its tax tables. You must update that information on the PayCheck tab of the File > Company Properties dialog. Tax table data for the 2014 payroll year is now available for Client Bookkeeping Solution via CBS Connect.™ This update is available only for those clients running CBS version 2007.1.1 or higher. CBS PayCheck includes updates to the following tax tables. Federal tax tables and limits State tax tables for California, Connecticut, Delaware, Kansas, Kentucky, Maine, Maryland, Minnesota, New Mexico, New York, North Carolina, Oregon, and Rhode Island. Note: This CBS update includes all tax information (excluding SUTA changes) for all states and corresponds to tax information available through version 2013.0.9 of the Creative Solutions Accounting™ (CSA) platform. The states listed above have issued updates for the 2014 tax year. To ensure that all state tax tables are current in CBS, you should follow one of the procedures below to update your clients’ tax tables. Updating your clients’ tax tables You can use any of the methods below to update your clients’ tax tables in CBS. (Please note, however, that for any tax tables updated after this CBS release, you will need to follow the second or third method below to update the tax tables in CBS.)
Have the client import the updated tax tables in CBS. Your client can use CBS Connect to download the Client Bookkeeping Solution version 2007.1.21 software update and then choose File > Import > CBS Payroll tax data updates to update the tax tables within CBS. Have the client update tax tables manually in CBS. If you enabled the Add/Edit Tax Tables security option for your client (on the PayCheck tab of the Setup > Security dialog in Accountant’s Assistant™), you can instruct the client to manually edit the tax tables within CBS. Update tax tables in CSA. Update tax tables in Creative Solutions Accounting and then generate a transfer file from Accountant’s Assistant, selecting only the updated tax tables. All of your CBS PayCheck clients can then import data from that same transfer file; you do not need to generate tax tables for each client individually. To update the tax tables in CBS, your client can choose File > Import > Payroll tax data from accountant.
Copyright 1997 – 2013 by Thomson Reuters. All rights reserved. UB 8062
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For CBS ASP and Virtual Office CS® users: The most current tax table updates are automatically available to all CBS ASP and Virtual Office CS users. However, you must choose one of the methods above to update the tax tables in CBS.
HELP & SUPPORT Help For step-by-step procedures, refer to the CBS help. To learn how to use the help, choose Help > Client Bookkeeping Solution Help Topics, click the Index tab, and search on Help:using help.
Help & How-To Center For details about using CBS and helping clients with questions they may have about using CBS (such as procedures for completing tasks, tips for increasing productivity or troubleshooting issues, alerts about timely issues, and more), access the Help & How-To Center from Creative Solutions Accounting (CSA) or from another CS Professional Suite application by choosing Help > Help & How-To, by clicking the button on the toolbar, or by pressing CTRL+Y. For more information, including sample searches, see Finding answers in the Help & How-To Center.
Product Support From the Support Contact Information page on our website, you can complete a form to send a question to our Support team. To speak with a Product Support Representative, please call CS Support at (800) 968-0600, press 2 for Product Support, and then listen to the available options. Normal weekday support is available from 9:00 a.m. to 8:00 p.m. eastern time. For details on support hours for all CS Professional Suite applications, please visit the Support section of our website (accessible from within Creative Solutions Accounting by choosing Help > Additional Resources > General Support Information).
Website resources and email subscriptions Visit our website to access the ARNE Community (an online user forum), to learn about training courses, to view blogs and articles, and more. You can access the website from within CSA by choosing Help > On the Web > CS Professional Suite Home Page. We issue software update notices via email. You can sign up to receive these notices by visiting the My Account section of our website. You’ll need to create a web account (if you don’t already have one) and then sign up for the Email Subscription service where you can indicate which notices you want to receive.
Copyright 1997 – 2013 by Thomson Reuters. All rights reserved. UB 8062
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