User's Manual >>> - Drake Software Support

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MICR Check Set Up 2011 Client Write-Up CWU uses “True Type” fonts only. NOTE Use the Defaults button to revert to the default settings for your checks. Click Save after clicking Defaults. This is also a good way to return to the default settings if you have been trying to design your own checks and want to start again. 8. When satisfied with the design, click Save. Specify the MICR Printer You must tell CWU what printer to use for MICR checks. See “MICR Printer” under the Firm Info./Global Settings section. To specify the default MICR printer: 1. Go to Firm > Firm Info./Global Settings. 2. Click the button to the right of the MICR Printer text box. 3. Select your MICR check printer from the drop list and click OK. 4. Click Save. Edit an Existing MICR Check Design To edit an existing MICR check design: 1. Go to Firm > MICR Check Global Designer 2. Double-click one of the entries in the designs list (below the Design Name header) to access an existing design, or enter the design code and press Enter. Sort the order of the designs list by clicking the column header (Design Code or Design Name). A representation of the check is displayed. In addition, the fields describing check and stub placement are active. 3. Modify the design (see “Create a New MICR Check Design” on page 26). 4. Use the Reset button to revert to the previously saved version of an existing design. 5. Click Delete to remove a check layout. 6. Click Save when design modifications are complete. When a MICR payroll check is printed, the information flows from the fields in MICR Bank Accounts (see “MICR Bank Accounts” on page 47), Employees > Employee Setup, Personal Info tab (see “Adding an Employee” on page 72), and Employees > Live Payroll (see “Live Employee Payroll” on page 86), or Contractors > Live Contractor Payroll (see “Live Contractor Payroll” on page 130), Net Pay field. Click Save when design modifications are complete. 28
2011 Client Write-Up MICR Calibration MICR Calibration Calibration is a two-step process that ensures the MICR information is printed at the correct width and intensity. If the bank rejects the MICR font printed, a new font must be selected. NOTE Please contact CWU <strong>Support</strong> for assistance. To select a new MICR font, complete the following steps: 1. Go to Firm > MICR Calibration. Figure 2-8: MICR Calibration 2. Click Print Calibration Tool. This prints to the MICR printer selected in Firm > Firm Info./Global Settings. Follow the instructions in the calibration tool to determine the correct MICR font for your system. 3. Once you determine the correct MICR font for your system, select it from the Step 2 list. 4. Click Save. Preprinted Check Alignment To adjust the printing alignment of data on pre-printed checks, complete the following procedure: 1. Go to Firm > Check Stub Printing Adjustments. 29
Page 1: User’s Manual >>> Client Write-Up
Page 4 and 5: 2011 Client Write-Up
Page 6 and 7: Table of Contents 2011 Client Write
Page 8 and 9: Table of Contents 2011 Client Write
Page 10 and 11: Features 2011 Client Write-Up • A
Page 12 and 13: Support 2011 Client Write-Up • Im
Page 14 and 15: Installation 2011 Client Write-Up I
Page 16 and 17: Activate Client Write-Up 2011 Clien
Page 18 and 19: CWU Manual and Help Updates 2011 Cl
Page 20 and 21: Navigation 2011 Client Write-Up •
Page 22 and 23: Navigation 2011 Client Write-Up 14
Page 24 and 25: Firm Info/Global Settings 2011 Clie
Page 26 and 27: Security Set Up 2011 Client Write-U
Page 28 and 29: Direct Deposit 2011 Client Write-Up
Page 30 and 31: Direct Deposit 2011 Client Write-Up
Page 32 and 33: MICR Check Set Up 2011 Client Write
Page 34 and 35: MICR Check Set Up 2011 Client Write
Page 38 and 39: Forms Alignment 2011 Client Write-U
Page 40 and 41: Setting Up a New Client 2011 Client
Page 48 and 49: PIN Applications for Electronic Fil
Page 54 and 55: Chart of Accounts (COA) Setup 2011
Page 56 and 57: MICR Bank Accounts 2011 Client Writ
Page 58 and 59: Check Setup 2011 Client Write-Up Cl
Page 60 and 61: Check Setup 2011 Client Write-Up 2.
Page 62 and 63: Reporting Options 2011 Client Write
Page 68 and 69: Setting Up Employee Payroll 2011 Cl
Page 80 and 81: Employee Setup 2011 Client Write-Up
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Employee Setup 2011 Client Write-Up
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Page 90 and 91:
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Page 94 and 95:
Change Employee Codes 2011 Client W
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Live Employee Payroll 2011 Client W
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ATF Employee Payroll 2011 Client Wr
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Page 110 and 111:
Printing Employee Pay Checks 2011 C
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Reprinting Employee Pay Checks 2011
Page 114 and 115:
Check Alignment 2011 Client Write-U
Page 116 and 117:
Transmitting Employee Direct Deposi
Page 118 and 119:
Calculating 94X Series Tax Deposits
Page 120 and 121:
Producing 94X Series Tax Returns 20
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Producing 94X Series Tax Returns 20
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W-2 Processing 2011 Client Write-Up
Page 126 and 127:
W-2 Processing 2011 Client Write-Up
Page 128 and 129:
Portals - Processing Employee Payro
Page 130 and 131:
Portals - Processing Employee Payro
Page 132 and 133:
Setting Up Contractor Payroll 2011
Page 134 and 135:
Contractor Setup 2011 Client Write-
Page 136 and 137:
Contractor Setup 2011 Client Write-
Page 138 and 139:
Change Contractor Codes 2011 Client
Page 140 and 141:
Live Contractor Payroll 2011 Client
Page 142 and 143:
ATF Contractor Payroll 2011 Client
Page 144 and 145:
ATF Contractor Payroll 2011 Client
Page 146 and 147:
Printing Contractor Pay Checks 2011
Page 148 and 149:
Reprinting Contractor Pay Checks 20
Page 150 and 151:
Check Alignment 2011 Client Write-U
Page 152 and 153:
Transmitting Contractor Direct Depo
Page 154 and 155:
1099/1096/1098 Processing 2011 Clie
Page 156 and 157:
Portals - Processing Contractor Pay
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Portals - Processing Contractor Pay
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Adding Accounts to a Chart of Accou
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Page 166 and 167:
Entering Journal Transactions 2011
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Entering Journal Transactions 2011
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Journal Options 2011 Client Write-U
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Bank Reconciliation 2011 Client Wri
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Posting Transactions 2011 Client Wr
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Special Considerations for Fiscal Y
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Special Considerations for Fiscal Y
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W-2 On the Fly 2011 Client Write-Up
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W-2 On the Fly 2011 Client Write-Up
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1099s and 1098s On the Fly 2011 Cli
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94X Series Tax Returns On the Fly 2
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Forms 941, 940, 944, & 941SS 2011 C
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Uploading W-2s and W-3s 2011 Client
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Uploading W-2s and W-3s 2011 Client
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Uploading 1099s, 1096s, and 1098s 2
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Filing a 1099 Extension 2011 Client
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Filing a 1099 Extension 2011 Client
Page 204 and 205:
Vendor Bookkeeping Setup 2011 Clien
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Entering Invoices 2011 Client Write
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Entering Invoices 2011 Client Write
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Searching for Invoices 2011 Client
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Editing Invoices 2011 Client Write-
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Scheduling Live Payments 2011 Clien
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Recording ATF Payments 2011 Client
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Printing Vendor Checks 2011 Client
Page 220 and 221:
Reprinting Vendor Checks 2011 Clien
Page 222 and 223:
Editing ATF Payments 2011 Client Wr
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Check Writer 2011 Client Write-Up D
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Check Writer 2011 Client Write-Up I
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Check Writer 2011 Client Write-Up 7
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Check Writer 2011 Client Write-Up 4
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Viewing 1099 Information 2011 Clien
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Payables Check Alignment 2011 Clien
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Entering Receivables Options 2011 C
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Entering Sales Tax Records 2011 Cli
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GL Account Setup for Receivables 20
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Customer Setup 2011 Client Write-Up
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Entering New Invoices 2011 Client W
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Printing an Invoice 2011 Client Wri
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Entering Service Charges and Penalt
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Applying Receivables Payments 2011
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Applying Receivables Payments 2011
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Posting Receivables Transactions Ma
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Report Options 2011 Client Write-Up
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Report Types 2011 Client Write-Up R
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Report Details 2011 Client Write-Up
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Update Prior Year Clients 2011 Clie
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File Maintenance 2011 Client Write-
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File Maintenance 2011 Client Write-
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Rebuild Client List 2011 Client Wri
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Where to File Tax Returns 2011 Clie
Page 300 and 301:
Spreadsheet Imports 2011 Client Wri
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Exporting from CWU 2011 Client Writ
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Additional Tools 2011 Client Write-
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Page 314 and 315:
PIN Applications for e-Filing 94X R
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Process 1099s, 1096s, and 1098s on
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Appendix B - W-2/W-3 PIN Applicatio
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Appendix C - IRS “FIRE” Website
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Appendix C - IRS “FIRE” Website
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Appendix E - Client Write-Up Menus
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Appendix E - Client Write-Up Menus
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Appendix F - InterceptEFT Holidays
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Appendix G - Portals 2011 Client Wr
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Appendix H - Home Screen Shortcuts
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Appendix H - Home Screen Shortcuts
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Appendix J - Preparing to e-file W-
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Appendix L - E-Filing Quick Referen
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2011 Client Write-Up Benefits — E
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2011 Client Write-Up Form 941C —
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2011 Client Write-Up Retained Earni
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Index 2011 Client Write-Up Bank Rec
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Index 2011 Client Write-Up Payroll
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Index 2011 Client Write-Up Process
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Index 2011 Client Write-Up xx
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