Payroll Mate® Software Tutorials

This tutorial shows how to set up a Cash Advance Repayment Deduction inside Payroll Mate® software.

Summary of Steps

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

• Click → Company from shortcuts
• Click → Deduction Categories
• Click → Add
• Enter Title, Abbreviation, Select Calculation (Fixed is the general method) and Paid by
• Enter default deduction amount (field cannot be blank) and Cutoff as applicable
• Checkmark the W2 Options as applicable
• Review/Edit Tax Exemptions as needed
  (Note: This tutorial assumes that the advancement repayment payroll item is NOT exempt from Federal taxes.)
• Click → OK

You will apply the Cash Advance Repayment deduction to each employee as needed

• Click → Employees from shortcuts
• Select the employee to edit
• Click → Edit
• The Modify Employee Wizard will open, Click → Next until you reach the Deductions page
• Checkmark the Cash Advance Repayment deduction and enter the deduction amount
• Click → Next until you reach the end of the wizard
• Click → Finish