This tutorial shows how to create a deduction category in our payroll software. Payroll Mate allows user-defined deduction, income and tax categories.
Summary of Steps
This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.
- Go to File → Open Company.
- Select the company you want to open.
- Click → OK
- Go to Company and Click Deduction Categories.
- Click Add at the bottom of the screen.
- Name the deduction and select the calculation method. Fill-in other applicable fields.
- Select the W2 Options if applicable.
- Select the taxes the deduction is exempt from if any.
- Click → OK
- The deduction has been added. Apply the deduction to the employee/s.
- Go to employees and double click the employee’s name ( you need to apply the new created deduction to)
- Click next until you see the deductions screen.
- Check the deduction box.
- Click next until you finish.
- Create a new check to verify the deduction is included on the employee’s check.
- Choose the employee. Click the pay button.
- Locate the deduction under deduction details.
- Click → Cancel