Costpoint Online Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Create CTS Tax File Data

Use this screen to download tax data from a range of check dates or a payroll year and quarter to a standard ASCII text file in the format prescribed by CTS.

You can then transmit this file to CTS for tax processing. You can create a periodic or a quarterly file.

Use this screen after establishing information on the Configure CTS Settings screen. If you are creating the periodic file, use this screen after posting payroll for the period. If you are creating the quarterly file, use this screen after posting all payroll records for the quarter being reported. To include records from the Payroll Edit table, select the Include Payroll Edit Records check box.

There are two ways to work with export files in Costpoint:

  • You can save the file to an Alternate File Location.
  • You can save the file to the Costpoint database.

If you decide to use the first option, click in the File Location field to select the alternate file location to which you want to save the file. If you choose the second option, leave the File Location field blank when you export the file.