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.

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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 open.
  • Click → OK
  • Go to Company and Click Deduction Categories.
  • Click Add at the bottom of the screen.
  • Name the deduction and select the calculation method. Fill-in other applicable fields.
  • Select the W2 Options if applicable.
  • Select the taxes the deduction is exempt from if any.
  • Click → OK
  • The deduction has been added. Apply the deduction to the employee/s.
  •  Go to employees and double click the employee’s name ( you need to apply the new created deduction to)
  • Click next until you see the deductions screen.
  • Check the deduction box.
  • Click next until you finish.
  • Create a new check to verify the deduction is included on the employee’s check.
  • Choose the employee. Click the pay button.
  • Locate the deduction under deduction details.
  • Click → Cancel

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