Payroll Mate® Software Tutorials

This tutorial shows how to create custom payroll income types (categories) inside Payroll Mate software.

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 screen and click on Income Categories tab.
• Click the Add button.
• Name the newly created Income Category.
• Select type of Calculation.
• Check or Un-check Taxes that apply to this Income Category.
• Go to active employees and click Edit and apply this Income Category to the intended employee.
• Once the income category is created at the company level, navigate to the employees screen and select an employee to apply the new income to.
• Click the Edit Button.
• When the Modify Employee Wizard comes up, click Next until you get to the Incomes screen.
• Check the box next to the new income category we created earlier.
• Click the Next button until you reach the last screen and Click Finish.
• Now when you create a new check for this employee, the new income will be applied