1. Complete Payroll Setup Wizard
- Add State Tax Records by selecting the State name from the selection box on the left of the screen
- Add Local Tax Records (if any)
- Attach State & Local taxes to employee templates
- Enter State Unemployment Tax % (if any) and save
- Attach any of the default payroll deductions to employee templates
- Attach any of the default vacation, sick time, etc to employee templates
- Add all of the appropriate default general ledger payroll accounts
- Helpful Hint: Complete the Wizard entries as best you can because this will eliminate additional data entry later. Remember any and ALL of these fields can be changed at any time within the payroll module, so don't be afraid of making a mistake!
2. Review following options on the Setup Tab and add/change or delete as needed:
- Company Payroll Options
- Pay Types
- Deductions
- Benefits
- Vacations, etc.
3. Review following options on Taxes Tab and add/change or delete as needed:
- Taxes (Employee) verify all appropriate taxes are displayed, if not add them by clicking on the New button at the top of the screen
- Employer Liabilities verify all appropriate taxes are displayed, if not add them by clicking on the New button at the top of the screen
- Tax Deposit Setup
Use the Tax Deposit Setup icon to:
- Create the appropriate Payee for each tax payment
- Link the liability type to each tax
- Define payment terms for each tax
- Helpful Hint: Be sure that all the taxes have the appropriate Liability Type and Tax Description associated to them or they will not be reported on the "Pay Tax Liability" screen after a pay run is complete
4. Review the following defaults using Employee Templates option:
- Employee Taxes
- Employee Pay Types
- Employer Liabilities
- Deductions
- Benefits
- Vacation, Sick Time, etc.
- Helpful Hint: Use the Employee Template feature to eliminate additional typing and setup procedures for employees that have similar titles and/or pay types
5. Add employees using Employees option and add/delete the following as needed for each employee:
- Employee Taxes
- Employee Pay Types
- Employer Liabilities
- Deductions
- Benefits
- Vacation, Sick Time, etc.
6. Enter employee-beginning balances by entering one check per quarter. When creating the check be sure to use a date prior to your beginning Balance "As of Date". Then make use the "Edit Results" option on the Process Payroll Screen and change the calculations to match the actual amounts for taxes, deductions and/or benefits. When you have finished, verify the net amount of the check matches your previous records.
7. Review, add, change or delete the Employee Pay Groups option
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