How do I Correct W2 Forms (File Form W-2c along with Form W-3c)
Many Payroll Mate users ask how to file W2 corrections (W-2C and W-3C). You will need to use our W2Correction […]
Payroll Mate
Payroll Mate
Payroll Mate software tutorials for small business owners and tax professionals. These tutorials cover both basic and advanced payroll processing functionality and information.
Payroll Mate
How to create a Payroll Mate desktop shortcut in Windows 11
Payroll Mate automatically creates a shortcut on the desktop, but if you lose the shortcut for some reason, then use
Payroll Mate
How to create a Payroll Mate desktop shortcut in Windows 10
Payroll Mate automatically creates a shortcut on the desktop, but if you lose the shortcut for some reason, then use
Payroll Mate
How to Set Up a Percentage of Net Pay Deduction Inside Payroll Mate
This tutorial shows how to set up a Percentage of Net Pay Deduction inside Payroll Mate® software. Summary of Steps
Payroll Mate
How to Import Timesheet Data into Payroll Mate Using T-Sheets
This tutorial shows how to import Timesheet Data from T-Sheets into Payroll Mate® software. Summary of Steps This is just
Payroll Mate
How to Adjust Text Size
This tutorial shows how to Adjust Text Size inside Payroll Mate®. Payroll Mate is best viewed using the default text size of
Payroll Mate
How to Edit a Check Number
This tutorial shows how to Edit a Check Number inside Payroll Mate®. Summary of Steps This is just a summary; please click
Payroll Mate
How to Edit W2 Form Box 12 and/or 14
This tutorial shows how to Edit W2 Form Box 12 and/or 14 inside Payroll Mate®. A deduction and/or tax category can be
Payroll Mate
How to Export 1099 Data from Payroll Mate into W2 Mate
This tutorial shows how to Export 1099 Data from Payroll Mate® software into W2 Mate® software. To utilize this feature requires Payroll Mate
Payroll Mate
How to Import Employee Data from QuickBooks
This tutorial shows how to import Employee Data from QuickBooks into Payroll Mate® software. Summary of Steps This is just
Payroll Mate
How to Import Timesheet Data
This tutorial shows how to import Timesheet Data inside Payroll Mate® software. To utilize this feature requires Payroll Mate option 3 “Additional
Payroll Mate
How to Move Employees Between Companies
This tutorial shows how to move employees between companies inside Payroll Mate® software. Summary of Steps This is just a
Payroll Mate
How to Print 941 Payment Voucher
This tutorial shows how to print a 941 Payment Voucher Form inside Payroll Mate® software. Summary of Steps This is just a summary;
Payroll Mate
How to Print 941 Schedule B
This tutorial shows how to print a 941 Schedule B Form inside Payroll Mate® software. Summary of Steps This is just a
Payroll Mate
How to Print Form 1096
This tutorial shows how to print a 1096 Form inside Payroll Mate® software. Payroll Mate will print the data on the Red Pre-Printed IRS
Payroll Mate
How to Print 1099-MISC Copy A Form
This tutorial shows how to print 1099-MISC Copy A Form inside Payroll Mate® software. Payroll Mate will print the data on the Red Pre-Printed IRS
Payroll Mate
How to Print 1099-MISC Recipient Forms
This tutorial shows how to print 1099-MISC Recipient Forms inside Payroll Mate® software. Payroll Mate will print all recipient copies of Form 1099-MISC
Payroll Mate
How to Print Vendor MICR Checks
This tutorial shows how to print vendor MICR checks inside Payroll Mate® software. To utilize this feature requires Payroll Mate option 4 “MICR
Payroll Mate
How to Recreate a Payroll Check
This tutorial shows how to recreate a payroll check inside Payroll Mate® software. Payroll forms and reports are populated with figures pulled
Payroll Mate
How to Set Up 403B Deduction
This tutorial shows how to set up a 403B Deduction inside Payroll Mate® software. A 403(b) plan (also called a
Payroll Mate
How to Set Up Cafeteria Plan (Section 125 Plan) Deduction
This tutorial shows how to set up a Cafeteria Plan (Section 125 Plan) Deduction inside Payroll Mate® software. A cafeteria plan
Payroll Mate
How to Set Up California Employment Training Tax
This tutorial shows how to set up California Employment Training Tax (ETT) inside Payroll Mate® software. Note: As of this writing
Payroll Mate
How to Set Up California Sick Pay
This tutorial shows how to set up California Sick Pay inside Payroll Mate® software. Summary of Steps This is just
Payroll Mate
How to Set Up Cash Advance Repayment Deduction
This tutorial shows how to set up a Cash Advance Repayment Deduction inside Payroll Mate® software. Summary of Steps This
Payroll Mate
How to Set Up Dependent Care Flexible Spending Arrangement Deduction
This tutorial shows how to set up a Dependent Care Flexible Spending Arrangement Deduction inside Payroll Mate® software. A Dependent Care Flexible Spending
Payroll Mate
How to Set Up Health Insurance Deduction
This tutorial shows how to set up a Health Insurance Deduction inside Payroll Mate® software. Payroll Mate has a built-in deduction
Payroll Mate
How to Set Up Housing Allowance (In-Kind)
This tutorial shows how to set up Housing Allowance (In-Kind) inside Payroll Mate® software. Clergy Housing (In-kind) is used to report the
Payroll Mate
How to Set Up Housing Allowance (Cash)
This tutorial shows how to set up Housing Allowance (Cash) inside Payroll Mate® software. Clergy Housing (Cash) is a payment that is
Payroll Mate
How to Set Up Health Savings Account Deduction
This tutorial shows how to set up a Health Savings Account (HSA) Deduction inside Payroll Mate® software. A Health Savings
Payroll Mate
How to Set Up a Loan Repayment Deduction
This tutorial shows how to set up a Loan Repayment Deduction inside Payroll Mate® software. Summary of Steps This is
Payroll Mate
How to Set Up a Local Income Tax
This tutorial shows how to set up Local Income Tax inside Payroll Mate® software. There is a “place holder” listed for
Payroll Mate
How to Set Up Medical Expense Flexible Spending Arrangements Deduction
This tutorial shows how to set up a Medical Expense Flexible Spending Arrangements (FSA) Deduction inside Payroll Mate® software. A
Payroll Mate
How to Set Up New York Disability
This tutorial shows how to set up New York Disability inside Payroll Mate® software. Summary of Steps This is just
Payroll Mate
How to Set Up Reimbursements
This tutorial shows how to set up Reimbursements Pay inside Payroll Mate® software. We recommend reimbursements are made outside the Payroll Mate
Payroll Mate
How to Set Up Retroactive Pay
This tutorial shows how to set up Retroactive Pay inside Payroll Mate® software. Retroactive or back pay refers to income owed to
Payroll Mate
How to Set Up Severance Pay
This tutorial shows how to set up Severance Pay inside Payroll Mate® software. Severance pay is an agreement between an employer and
Payroll Mate
How to Set Up a Simple IRA Deduction
This tutorial shows how to set up a Simple IRA Deduction inside Payroll Mate® software. SIMPLE IRA plan account is
Payroll Mate
How to Set Up State Unemployment Insurance Tax
This tutorial shows how to set up State Unemployment Insurance Tax inside Payroll Mate® software. Summary of Steps This is
Payroll Mate
How to Set Up Tips
This tutorial shows how to set up Tips inside Payroll Mate® software. Payroll Mate Software has 2 tip income categories built
Payroll Mate
How to Set Up Washington Labor and Industry Tax
This tutorial shows how to set up Washington Labor and Industry Tax inside Payroll Mate® software. The Washington Labor and Industries (L&I)
Payroll Mate
How to Set Up Washington Sick Pay
This tutorial shows how to set up Washington Sick Pay inside Payroll Mate® software. Summary of Steps This is
Payroll Mate
How to Update Company Name
This tutorial shows how to update the Company Name inside Payroll Mate® software. Payroll Mate comes with a Sample Company already created
Payroll Mate
How to Update State Unemployment Insurance Tax
This tutorial shows how to update State Unemployment Insurance Tax inside Payroll Mate® software. Edits will affect the checks created going forward.
Payroll Mate
How to Set Up Holiday Pay
This tutorial shows how to set up Holiday Pay inside Payroll Mate® software. Holiday pay income is generally handled the same
Payroll Mate
Payroll Mate Download Instructions
This tutorial shows how to download Payroll Mate® software. After completing the purchase of Payroll Mate®, a live download link
Payroll Mate
How to Use Florida State Reporting
This is a tutorial on how to use the Florida state reporting in Payroll Mate® software. Payroll Mate has the ability to create
Payroll Mate
How to Use New York State Reporting
This is a tutorial on how to use the New York state reporting in Payroll Mate® software. Payroll Mate has the ability to
Payroll Mate
How to Use Texas State Reporting
This is a tutorial on how to use the Texas state reporting in Payroll Mate® software. Payroll Mate has the ability to create
Payroll Mate
How to Roll Over Vacation Hours
**When Creating the VERY FIRST check for an Employee you need to update the “Vacation hours Earned” field to include
Payroll Mate
How to Set Up an Employee that is Exempt from Taxes
This tutorial shows how to set up an Employee that is Exempt from Taxes inside Payroll Mate® software. This tutorial is for
Payroll Mate
How to Recalculate a check
We do not recommend re-calculating checks. We recommend you delete the checks and re-create them again in the right chronological
Payroll Mate
How to Email a Paystub
Go to File→ Open Company. Choose your company. Click→ OK. Click on the Reports tabs in the bottom left corner.
Payroll Mate
How to Select the Kind of Payer
Go to File→ Open Company. Choose your company. Click→ OK Click on→ Company. Select→ Federal Tax Information. Choose →
Payroll Mate
How to Print a Check
This tutorial shows how to print a single check or multiple checks inside Payroll Mate® software. Summary of
Payroll Mate
How to do S-Corp Insurance
Go to File→ Open Company. Choose your company. Click→ OK. Click on the Company tab in the bottom left
Payroll Mate
How to Pay a Vendor (1099 employee)
This tutorial shows how to pay a Vendor inside Payroll Mate® software. Summary of Steps This is just a
Payroll Mate
How to Modify Tax Calculations
This tutorial shows how to modify the payroll software tax calculations inside Payroll Mate®. This may need to be done
Payroll Mate
How to Set a Password
Payroll Mate® has the ability to be password protected. This tutorial shows how to set a password in the payroll
Payroll Mate
How to Print Form 940
Payroll Mate® has the ability to create and print the form 940,this is the annual Federal Unemployment Tax Act (FUTA).
Payroll Mate
How to Change the Quarter on Form 941
Payroll Mate® has the ability to change the quarter on form 941. This tutorial shows how to change the quarter
Payroll Mate
How to Create a Year To Date for Hourly Paid Employees
Payroll Mate® will allow you to go back to the first of the year to recreate payroll. You can also
Payroll Mate
How to check for updates
This tutorial shows how to check Payroll Mate® software for updates. Updates may include tax table changes, updated tax forms
Payroll Mate
How to Create a Year To Date for Salary Paid Employees
The best way to enter YTD for salaried employees is to create a new income category and name it your
Payroll Mate
How to Delete an Employee
This tutorial shows how to delete an Employee inside Payroll Mate. Note that if this employee has checks inside Payroll
Payroll Mate
How to Add a New Employee
This tutorial shows how to add a new employee inside Payroll Mate software. Summary of Steps This is
Payroll Mate
How to Create a New Company
This tutorial shows how to create a new company or add another company in our payroll software. You can create
Payroll Mate
How to Delete a Vendor Check
The Payroll Mate Vendor Center (non-employee payroll module) offers the ability to delete a check that is no longer needed.
Payroll Mate
How to Edit a Payroll Check
This tutorial shows how to edit an existing check inside Payroll Mate. Please be aware that editing a check may
Payroll Mate
How to Edit a Vendor (Contractor)
This tutorial shows how to edit a Vendor (contractor) inside Payroll Mate software Summary of Steps This is
Payroll Mate
How to Enter a Trade Name
This tutorial shows how to add a trade name to a company in our payroll software. Summary
Payroll Mate
How to Make an Income Category Inactive
This tutorial shows how to inactivate a income category in Payroll mate. You may use this when you no longer
Payroll Mate
How to Override Calculations on Form 941
Payroll Mate allows users to override calculations on form 941. This tuitoral shows how to do so.
Payroll Mate
How to Delete a Check
This tutorial shows how to delete a check you have previously created in our payroll software. Please be aware deleting
Payroll Mate
How to edit a Deduction Category
This tutorial shows how to edit a deduction category in our payroll software. Summary of Steps This is
Payroll Mate
How to Delete a Deduction Category
This tutorial shows how to delete a user defined deduction category. Summary of Steps This is just a summary;
Payroll Mate
How to Use California State Reporting
This is a tutorial on how to use the California state reporting in Payroll Mate® software. Payroll Mate has the
Payroll Mate
How to Set Up Direct Deposit for a Company
Payroll Mate has the ability to do direct deposit. This part of Payroll Mate is option 2 “Direct Deposit”. If
Payroll Mate
How to Print Pay Stubs Only
This tutorial shows users how to print paystubs only for employees. Summary of Steps This is just a
Payroll Mate
How to Set Up Vacation and Sick Hours
This tutorial shows how to Setup Vacation and Sick Hours in our payroll software. Summary of Steps
Payroll Mate
How to Export Payroll Data to Quickbooks
Payroll Mate has the ability to export payroll data to Quickbooks. This tuitoral shows how to do so. Summary
Payroll Mate
How to Print an Employee List
This tutorial shows how to print an employee list report. All reports inside Payroll Mate are generated based on the
Payroll Mate
How to add optional feature codes
This tutorial shows how to enter optional feature codes. If you would like to purchase optional features for the payroll
Payroll Mate
How to Restore Company Backup
This tutorial shows how to restore a company database created by Payroll Mate. All Payroll Mate back-up files can only be used
Payroll Mate
How to Make an Employee Inactive
This tutorial shows how to make an employee inactive in our payroll software. Summary of Steps This is just
Payroll Mate
How to Create a check
This tutorial shows how to create a new check for an employee you have previously created in our payroll software.
Payroll Mate
How to Remove Vacation and Sick Hours from Pay Stubs
This tutorial shows how to remove Vacation and Sick Hours from the pay stubs in our payroll software.
Payroll Mate
How to Delete a Tax category
This tutorial shows how to delete a Tax Category in our payroll software. Summary of Steps This
Payroll Mate
How to Pay a Salary Employee for a Partial Work Week
Open W2 Mate® Software. There are two different ways to pay salary employees for a partial work week.
Payroll Mate
How to Recover Payroll Mate Data
How to restore Payroll Mate data The steps in this tutorial will show you how to restore your Payroll Mate
Payroll Mate
How to Edit an Employee
Payroll Mate has the ability to allow you to edit an employee This tuitoral will help you to do so.
Payroll Mate
How to print form 944
This tutorial shows how to use payroll software to print Form 944. Summary of Steps This is just a
Payroll Mate
How to Change an Employee’s Pay Frequency
This tutorial shows how to change an employee’s pay frequency in the payroll program. Payroll Mate allows weekly, bi-weekly, semi-
Payroll Mate
How to Edit an Income Category
This tutorial shows how to edit an income category in our payroll software. Payroll Mate allows editing of user-defined incomes.
Payroll Mate
How to Change Payroll Period on Check
This tutorial shows how to Change the Payroll Period on a Check in our payroll software. Summary of
Payroll Mate
How to Delete a Company
This tutorial shows how to delete a Company in our payroll software. Note you can not be in the company
Payroll Mate
How to print a W2 form
This tutorial shows how to use the payroll software to print W2 Forms. Payroll Mate will print W2 copies B,
Payroll Mate
How to Delete a Vendor
This tutorial shows how to delete a Vendor inside Payroll Mate software Summary of Steps This is
Payroll Mate
How to Print Checks in Reverse Order
This tutorial shows how to print Checks in Reverse Order in our payroll software. Summary of Steps This is
Payroll Mate
How to Add Additional Federal and/ or State withholding
This tutorial shows how to configure Payroll Mate software to deduct additional federal and / or state withholding from an
Payroll Mate
How to Use Illinois State Reporting
This is a tutorial on how to use the Illinois state reporting in Payroll Mate® software. Payroll Mate has the ability to create
Payroll Mate
How to Pay Multiple Employees
This Payroll Mate tutorial shows how to pay multiple employees at once instead of creating one paycheck at a time.
Payroll Mate
How to Apply a Deduction to a User-Defined Income
This tutorial shows how to apply a user-defined deduction to a user-defined income. Please remember that when you create a
Payroll Mate
How to Import Companies From Previous Year
This tutorial shows how to import companies from the previous year in Payroll Mate *Note you must have the previous
Payroll Mate
How to Add a Deduction
This tutorial shows how to create a deduction category in our payroll software. Payroll Mate allows user-defined deduction, income and
Payroll Mate
How to print Form 943
This tutorial shows how to use payroll software to print Form 943. Summary of Steps This is just a summary;
Payroll Mate
How to Round State Income Tax to the Nearest Dollar
Some states make it optional for employers to round withholding to the nearest dollar. This tutorial shows you how to
Payroll Mate
How to Print Form W3
Payroll Mate has the ability to print a W3 form, whether it be on a Pre-printed red lazer ink form
Payroll Mate
How to Back-Up the Company Database
This tutorial shows how to back-up a company in Payroll Mate. We advise you to save the backup onto USB
Payroll Mate
How to Enter Rates for State Unemployment and State Disability
This tutorial shows how to enter state unemployment and state disability tax rates and wage base in our payroll software.
Payroll Mate
How to Export W2 Data from Payroll Mate to W2 Mate
Payroll Mate has the ability to transfer W2 information from Payroll Mate into W2 Mate. This tuitoral shows how to
Payroll Mate
How to Edit a Tax Category
This tutorial shows how to edit a tax category in our payroll software. Payroll Mate allows users to edit user-defined
Payroll Mate
How to Edit MICR Information
Payroll Mate gives users the ability to edit the MICR information. This tutorial shows how to do so in our payroll
Payroll Mate
How to Use MICR Ink Check Printing
Payroll Mate Option #4 (MICR Ink Check Printing) allows you to print your own checks out on blank check stock
Payroll Mate
How to Edit a Vendor Check
This tutorial shows how to edit a vendor (contractor or non-employee) check inside the Payroll Mate vendor center.
Payroll Mate
How to Print Checks in the Middle
This tutorial shows how to print Checks in the Middle of the Page in our payroll software. Summary of Steps
Payroll Mate
How to Run a Deposit Requirement Report
This tutorial shows how to run a Deposit Requirement Report in Payroll Mate. Summary of Steps This is just a
Payroll Mate
How to Change an Employees Income from Salary to Hourly
This tutorial shows how to change an employee’s income from salary to hourly in our payroll software. Payroll Mate allows
Payroll Mate
How to Add an Income Category
This tutorial shows how to create custom payroll income types (categories) inside Payroll Mate software. Summary of Steps This is
Payroll Mate
How to Export Payroll Data to a General Ledger
Payroll Mate has the ability to export the payroll data to a general ledger format. This tuitoral shows the steps
Payroll Mate
How to Round Federal Income Tax to the Nearest Dollar
Some employers prefer to round federal withholding to the nearest dollar. This tutorial shows you how to achieve that inside
Payroll Mate
How to Create a Tax Category
Payroll Mate has the ability to create tax categories if they are not in the software already. Summary of Steps