Payroll Mate Software Tutorials

This website offers detailed and step by step instructions for using Payroll Mate payroll software. More »

Payroll Mate Software Tutorials

This website offers detailed and step by step instructions for using Payroll Mate payroll software. More »

Payroll Mate Software Tutorials

This website offers detailed and step by step instructions for using Payroll Mate payroll software. More »

 

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 the total for the last year and the current year** Go to File→ Open Company. Choose your company. Click→ OK.

What to do if an Employee is Exempt from Taxes

Go to File→ Open Company. Choose your company. Click→ OK. Click on Checks. Click→ New. Fill out check information. Look where it says Tax details, find Federal Income Tax, Zero out amounts. Click→ Ok.

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 order starting with the check that has the oldest pay date and moving to the checks with more recent pay

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. Click → “Check Printing”. Click on “Specify Checks to Print”. Choose a Begin and End PAY DATE for the Paystub. Check

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 → Company Type Click → Update      

How to Print a Check

  Go to File→ Open Company. Choose your company. Click→ OK Click on →  Checks Select a check to print.

How to Print Multiple Checks

Go to File→ Open Company. Choose your company. Click→ OK. Go to → Checks. Click on “Print Multiple Checks”. Click on “Specify Checks to Print”. Choose a Begin and End Pay Date. Choose Employees. Click → OK. You can preview

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 hand corner. Click where is says Income Categories. Click on the button that says ADD.Income Details box will appear. Here

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 summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File → Open Company. Select the company you want

How to Modify Tax Calculations

This tutorial shows how to modify the payroll software tax calculations. This may need to be done in a number of situations such as when creating year to date checks or if you have a tax exempt employee.    

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 software.   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click

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). This tuitoral shows how to do so.      Summary of Steps This is just a summary; please click “Download

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 on form 941 in our payroll software. Summary of Steps This is just a summary: please click “Download Tutorial” for

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 create a dummy check for each quarter for each employee, dating the check for the end of the quarter so

How to check for updates

This tutorial shows how to check payroll software for updates. Updates may include tax table changes, updated tax forms or payroll program features.         Summary of Steps This is just a summary; please click “Download Tutorial” for

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 choice (YTD or Salary YTD) and set the type to variable. When you create the first check you will be

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 Mate the checks will need to be deleted first.       Summary of Steps This is just a summary;

How to Add a New Employee

This tutorial shows how to setup a new employee inside Payroll Mate software.       Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File → Open Company. Select the

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 up to 10 Companies with 75 Employees per company.     Summary of Steps This is just a summary; please

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. Follow the instructions in this tutorial to learn how to achieve that.        Summary of Steps This is

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 cause that check or other checks to become out of sequential order, which might lead to calculation issues for taxes

How to Edit a Vendor (Contractor)

This tutorial shows how to edit a Vendor (contractor) inside Payroll Mate software     Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File → Open Company. Select the company you

How to Enter a Trade Name

This tutorial shows how to add a trade name to a company in our payroll software.       Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File →

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 wish to calculate a payroll income for an employee.       Summary of Steps This is just a summary;

How to Override Calculations on Form 941

Payroll Mate allows users to override calculations on form 941. This tuitoral shows how to do so.       Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File

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 a check may cause checks to be out of sequential order. This process is not reversible and may cause calculation

How to edit a Deduction Category

This tutorial shows how to edit a deduction category in our payroll software.     Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File → Open Company. Select the company

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; please click “Download Tutorial” for detailed instructions with screenshots. Go to File → Open Company. Select the company you want

How to Use California State Reporting

 Payroll  Mate has the ability to create forms “CA,DE,9C ( withholding Income Tax & Unemployment Insurance)”, “CADE9″ and ” California Unemployment Insurance”. This part of Payroll Mate is option 5 “State Payroll Reporting”. If you do not have this option and

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 you do not have this option and want to place an order please click below This is a tuitoral of

How to Print Pay Stubs Only

This tutorial shows users how to print paystubs only for employees.     Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File → Open Company. Select the company you want

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 This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File → Open Company. Select

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 of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File →

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 pay date and not the pay period.     Summary of Steps This is just a summary; please click “Download

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 software please click below       Summary of Steps This is just a summary; please click “Download Tutorial” for detailed

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 by restoring the back-up inside Payroll Mate. Back-up files cannot be opened up outside the program. Summary of Steps This

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 a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File → Open Company. Select the company you

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

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.       Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to

How to Delete a Tax category

This tutorial shows how to delete a Tax Category in our payroll software.       Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File → Open Company Select the

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.   The first one is of the calculation of how the employees are paid is FIXED Pay the employee how you

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 data. These two main cases are covered by this tutorial:   Case # 1: You have Payroll Mate backup files

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. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File

How to print form 944

This tutorial shows how to use payroll software to print Form 944.   Summary of Steps  This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File → Open Company. Select the company you

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- monthly, and monthly pay frequencies.     Summary of Steps This is just a summary; please click “Download Tutorial” for

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. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File →

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 Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File → Open Company

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 you want to delete.       Summary of Steps This is just a summary; please click “Download Tutorial” for

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, C, D, State 1, and State 2 on blank paper and will print W2 copy A on preprinted red ink

How to Delete a Vendor

This tutorial shows how to delete a Vendor inside Payroll Mate software       Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File → Open Company. Select the company you

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 just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File → Open Company. Select the company

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 employee’s paycheck.       Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions

How to Hide Employees SSN on Checks and Paystubs

Payroll Mate has the ability to choose whether you would like to show your employees SSN on checks and paystubs and direct deposit files. This tutorial shows you how to do so.     Summary of Steps This is just

How to Use Illinois State Reporting

 Payroll  Mate has the ability to create the form “Illinois Unemployment Insurance” and “Illinois Withholding Income Tax”. This part of Payroll Mate is option 5 “State Payroll Reporting”. If you do not have this option and want to place an

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

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 custom deduction, it does not get auto applied to previously-created custom incomes, you will need to manually apply the new

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 year on the same computer machine*   Summary of Steps This is just a summary; please click “Download Tutorial” for

How to Create a YTD ( year to date)

This tutorial shows how to add year to date (YTD) totals including wages, taxes and deductions. You will do this by creating dummy checks in the payroll program. There is more than one way to enter YTD. The method may

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 tax categories.   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.

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; please click “Download Tutorial” for detailed instructions with screenshots. Go to File → Open Company. Select the company you want to

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 configure Payroll Mate to do that. Please note that Payroll Mate automatically rounds state withholding to the nearest dollar, if

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 or blank perferated paper. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with

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 or an external drive.       Summary of Steps This is just a summary; please click “Download Tutorial” for

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. If you do not know your state ID, tax rates or wage base please contact your state revenue department.  

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 do so.       Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions

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 tax categories.       Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions

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

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 with the company and bank information instead of buying preprinted checks. This tutorial shows how to Use MICR Check Printing

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.     Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File →

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 This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File → Open Company. Select

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 summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File → Open Company. Select the company you want

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 many different incomes. Summary of Steps  This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.

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 just a summary. Please click “Download Tutorial” for detailed instructions with screenshots. Go to file → Open company. Select the

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 on how to do so.       Summary of Steps This is just a summary; please click “Download Tutorial”

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.       Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions

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 This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to → Company Click →