Payroll Mate® Software Tutorials

This tutorial shows how to set up an Employee that is Exempt from Taxes inside Payroll Mate® software.

This tutorial is for information purposes only. It is your responsibility to make sure the payroll setup is correct. Consult your accountant or tax advisor if you are unsure how a certain payroll item or your payroll in general should be set up.

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 → Employees from shortcuts
• Select the employee from the list
• Click → Edit
• The Modify Employee Wizard will open, Click → Next until you are on the Tax Setup page
• Checkmark the taxes for which the employee is claiming an exemption from withholding
• Click → Yes
• Click → Next until you are on the Taxes page
• DO NOT uncheck the taxes on this page (Note: If you do uncheck a tax, you will get a warning message that removing this tax will affect the taxable wages which will reflect on the W2, W3 and 941 forms. Click → No)
• Click → Next until you reach the last page of the wizard
• Click → Finish
• Repeat employee steps for each applicable employee

The option to manually zero out the taxes on the paycheck is also available inside Payroll Mate

• If there is a tax that should be exempt, you can manually zero out the tax amounts when creating the paycheck. Once you zero out the necessary tax amounts, press OK to process the paycheck.