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 category for Health Insurance deduction.
This built-in deduction category can be edited as needed.  

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Summary of Steps

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

  • Click → Company from shortcuts
  • Click → Deduction Categories
  • Select Health Insurance from the list
  • Click → Edit
  • Edit deductions details as needed
  • Edit Tax Exemptions as needed
    *Pre-tax health insurance deduction – Select Federal Income Tax from Exemptions dropdown.
    *Post tax health insurance – Do not select taxes under exemptions.
  • Click → OK

You will apply the Health Insurance deduction to each employee as needed

  • Click → Employees from shortcuts
  • Select the employee to edit
  • Click → Edit
  • The Modify Employee Wizard will open, Click → Next until you reach the Deductions page
  • Checkmark to select Health Insurance and enter deduction amount
  • Click → Next until you reach the end of the wizard
  • Click → Finish

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