CFS Payroll - How to Roll Clients from PY
ISSUE:
CFS Payroll does not list any client information
Client info did not roll from PY
SOLUTION:
No client info was rolled from PY
All 1099, W2, 1095, 1098, etc. shoudl be prepped in Yearli. Production has the proper steps. No efiling will occur in CFS Payroll
If CFS still needs to be used, you will need to roll the client from the PY
Open CFS Payroll
Select Utilities > Import (YEAR) Clients/Payees/Preparers/Labels
Select Next when asked to point to PY path
Locate the specific client you want > Select the client > Select Finish
Select Yes to continue > Select No to update payee demographics
Select OK to finish