How to Add an Income Category

This tutorial shows how to create custom payroll income types (categories) inside Payroll Mate software.

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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 screen and click on Income Categories tab.
  • Click the Add button.
  • Name the newly created Income Category.
  • Select type of Calculation.
  • Check or Un-check Taxes that apply to this Income Category.
  • Go to active employees and click Edit and apply this Income Category to the intended employee.
  • Once the income category is created at the company level, navigate to the employees screen and select an employee to apply the new income to.
  • Click the Edit Button.
  • When the Modify Employee Wizard comes up, click Next until you get to the Incomes screen.
  • Check the box next to the new income category we created earlier.
  • Click the Next button until you reach the last screen and Click Finish.
  • Now when you create a new check for this employee, the new income will be applied