How to Set Up a Percentage of Net Pay Deduction Inside Payroll Mate
August 2, 2018
This tutorial shows how to set up a Percentage of Net Pay Deduction inside Payroll Mate® software. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Company from shortcuts Click → Deduction
How to Import Timesheet Data into Payroll Mate Using T-Sheets
August 2, 2018
This tutorial shows how to import Timesheet Data from T-Sheets into Payroll Mate® software. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Inside T-Sheets Click → More from menu Select Payroll
How to Adjust Text Size
June 11, 2018
This tutorial shows how to Adjust Text Size inside Payroll Mate®. Payroll Mate is best viewed using the default text size of 100%. If your text settings are larger, you may notice text is cut off while inside Payroll Mate. Summary
How to Edit a Check Number
June 11, 2018
This tutorial shows how to Edit a Check Number inside Payroll Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Make sure you have the correct Company open inside Payroll Mate Click → Checks from
How to Edit W2 Form Box 12 and/or 14
June 11, 2018
This tutorial shows how to Edit W2 Form Box 12 and/or 14 inside Payroll Mate®. A deduction and/or tax category can be included on the W2 Form in Box 12 and/or Box 14. If this was not set up initially, follow the
How to Export 1099 Data from Payroll Mate into W2 Mate
June 11, 2018
This tutorial shows how to Export 1099 Data from Payroll Mate® software into W2 Mate® software. To utilize this feature requires Payroll Mate option 6 “1099 & Vendor Center” If you do not have this option and want to place an order please click
How to Import Employee Data from QuickBooks
June 11, 2018
This tutorial shows how to import Employee Data from QuickBooks into Payroll Mate® software. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Inside QuickBooks Click → Employees Select Employee Center Click
How to Import Timesheet Data
June 11, 2018
This tutorial shows how to import Timesheet Data inside Payroll Mate® software. To utilize this feature requires Payroll Mate option 3 “Additional Companies & Employees + Timesheet Import” If you do not have this option and want to place an order please
How to Move Employees Between Companies
June 11, 2018
This tutorial shows how to move employees between companies inside Payroll Mate® software. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Make sure you have the correct Company open inside Payroll
How to Print 941 Payment Voucher
June 11, 2018
This tutorial shows how to print a 941 Payment Voucher Form inside Payroll Mate® software. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Make sure you have the correct Company open inside Payroll Mate
How to Print 941 Schedule B
June 11, 2018
This tutorial shows how to print a 941 Schedule B Form inside Payroll Mate® software. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Make sure you have the correct Company open inside Payroll
How to Print Form 1096
June 11, 2018
This tutorial shows how to print a 1096 Form inside Payroll Mate® software. Payroll Mate will print the data on the Red Pre-Printed IRS 1096 Form To utilize this feature requires Payroll Mate option 6 “Vendor & 1099 Center” If you do not have this
How to Print 1099-MISC Copy A Form
June 11, 2018
This tutorial shows how to print 1099-MISC Copy A Form inside Payroll Mate® software. Payroll Mate will print the data on the Red Pre-Printed IRS 1099-MISC Copy A Form To utilize this feature requires Payroll Mate option 6 “Vendor & 1099 Center” If you do not
How to Print 1099-MISC Recipient Forms
June 11, 2018
This tutorial shows how to print 1099-MISC Recipient Forms inside Payroll Mate® software. Payroll Mate will print all recipient copies of Form 1099-MISC on pre-printed forms or on blank paper To utilize this feature requires Payroll Mate option 6 “Vendor & 1099 Center” If
How to Print Vendor MICR Checks
June 11, 2018
This tutorial shows how to print vendor MICR checks inside Payroll Mate® software. To utilize this feature requires Payroll Mate option 4 “MICR Ink Check Printing” and Payroll Mate option 6 “Vendor & 1099 Center” If you do not have these options and
How to Recreate a Payroll Check
June 11, 2018
This tutorial shows how to recreate a payroll check inside Payroll Mate® software. Payroll forms and reports are populated with figures pulled directly from the payroll checks. If you need to recreate the check in order to edit amounts or edit the
How to Set Up 403B Deduction
June 11, 2018
This tutorial shows how to set up a 403B Deduction inside Payroll Mate® software. A 403(b) plan (also called a tax-sheltered annuity or TSA plan) is a retirement plan offered by public schools and certain 501(c)(3) tax-exempt organizations. Employees save
How to Set Up Cafeteria Plan (Section 125 Plan) Deduction
June 11, 2018
This tutorial shows how to set up a Cafeteria Plan (Section 125 Plan) Deduction inside Payroll Mate® software. A cafeteria plan is a separate written plan maintained by an employer for employees that meets the specific requirements of and regulations of
How to Set Up California Employment Training Tax
June 11, 2018
This tutorial shows how to set up California Employment Training Tax (ETT) inside Payroll Mate® software. Note: As of this writing employers subject to ETT pay one-tenth of 0.1 percent (.001) on the first $7,000 in wages paid to each employee
How to Set Up California Sick Pay
June 11, 2018
This tutorial shows how to set up California Sick Pay inside Payroll Mate® software. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Employees from shortcuts Select the employee to
How to Set Up Cash Advance Repayment Deduction
June 11, 2018
This tutorial shows how to set up a Cash Advance Repayment Deduction inside Payroll Mate® software. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Company from shortcuts Click → Deduction Categories
How to Set Up Dependent Care Flexible Spending Arrangement Deduction
June 11, 2018
This tutorial shows how to set up a Dependent Care Flexible Spending Arrangement Deduction inside Payroll Mate® software. A Dependent Care Flexible Spending Arrangement (DCFSA) is a pre-tax benefit account used to pay for eligible dependent care services. https://www.irs.gov/pub/irs-pdf/i2441.pdf Summary of Steps
How to Set Up Health Insurance Deduction
June 11, 2018