How to Set Up Reimbursements

This tutorial shows how to set up Reimbursements Pay inside Payroll Mate® software.

We recommend reimbursements are made outside the Payroll Mate software.
If you are going to make reimbursements on an employee’s paycheck we recommend setting up the reimbursement category and running a sample check (that can be deleted) to confirm the figures are being reported as expected on Form 941 and W2.

 

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Summary of Steps

This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.

  • Click → Company from shortcuts
  • Click → Income Categories
  • Click → Add
  • Enter Title
  • Select Pay Type from dropdown menu
  • Review/Edit Taxes or Deductions applied as needed (Note: This tutorial assumes the reimbursement is NOT included on the 941/W2/W3 as taxable income)
  • Click → OK

You will need to apply the reimbursement income to each employee as needed

  • Click → Employees from shortcuts
  • Select an employee from the list
  • Click → Edit
  • The Modify Employee Wizard will open, Click → Next until you are on the Incomes page
  • Checkmark to select Reimbursement income and enter pay rate as applicable, Click → Next until you reach the end of the wizard
  • Click → Finish to save
  • Repeat employee steps for each applicable employee
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