Payroll Mate® Software Tutorials

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