Payroll Mate® Software Tutorials

This tutorial shows how to set up Local Income Tax inside Payroll Mate® software.

There is a “place holder” listed for Local Income Tax in Payroll Mate. This built in tax category and cannot be edited; a new tax category needs to be created for the correct Local Tax.

Summary of Steps

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

• Click → Company from shortcuts
• Click → Tax Categories
• Click → Add
• Complete the Tax information set up
• Click → OK

To update employees to apply the new tax

• Click → Employees from shortcuts
• Select the employee to edit
• Click → Edit
• The Modify Employee Wizard will open, Click → Next until you reach the Taxes page
• Uncheck the built in Local Income Tax category
• Checkmark the new local tax category you created that needs to be applied to this employee
• Click → Next until you reach the end of the wizard
• Click → Finish