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.
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