This tutorial shows how to set up a Health Insurance Deduction inside Payroll Mate® software.
Payroll Mate has a built-in deduction category for Health Insurance deduction.
This built-in deduction category can be edited as needed.
Summary of Steps
This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.
- Click → Company from shortcuts
- Click → Deduction Categories
- Select Health Insurance from the list
- Click → Edit
- Edit deductions details as needed
- Edit Tax Exemptions as needed
*Pre-tax health insurance deduction – Select Federal Income Tax from Exemptions dropdown.
*Post tax health insurance – Do not select taxes under exemptions. - Click → OK
You will apply the Health Insurance 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 to select Health Insurance and enter deduction amount
- Click → Next until you reach the end of the wizard
- Click → Finish