Payroll Setup

To set up payroll on your system:

  1. Create payroll accounts for each payroll account needed (for example, Cash, Salaries Expense, and so on) using the Chart of Accounts form.
  2. Create tax codes for federal, state, and local taxes using theTax Codes - Exempt form.
  3. Create tax tables for federal, state, and local taxes using the Tax Codes - Exempt form.
  4. Acquire tax bulletins for federal withholding tax, state withholding tax, and any city or other local withholding taxes.
  5. Determine which tax tables you need.
  6. Enter the annual tax tables from the bulletins into the Tax Codes - Exempt form.
  7. Create codes on the Deduction and Earning Codes form..
  8. Create an employee record for each employee using the Employees form, and enter earnings, tax, and deduction information on the appropriate tabs.
  9. Update pay period data; set up general work hours, retirement, and direct deposit payroll account information; and set up expense, liability, and other payroll accounts using the Payroll Parameters form.
  10. Specify direct deposit employee account  information using theEmployee Direct Deposit Bank Accounts form.
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