Paycheck Setup
•Tax Year
•Select the Tax Year to edit/review.
•If a particular year is grayed, it is not available in the program version/revision you are using.
•Paycheck Deductions (Employee Paid Items)
•Default Payroll Period
•This is the default payroll period - pay frequency - for new employees.
•A specific pay period can be set for each employee on the Employee screen.
•The default is also used to help determine the number of employees who were paid for a specific time period, on certain reports.
•Tax Year
•Select the Tax Year to edit/review.
•If a particular year is grayed, it is not available in the program version/revision you are using.
•Payroll Tax Summary (Employer Paid Items)
Employer Name and Information
•Enter the employer's information as it should appear on tax forms and reports.
Company Contact
•This is a person's actual legal name, responsible for the payroll.
•Typically this will be the employer's name.
•This name is used on certain tax reports, as well as being the 'signature' name on earnings statements (pay stubs) for employers with a Texas address.
Program Options
•Sort Employees
•Select how the employees will be sorted.
•Affects reports and entry screens.
•The sorting options can be changed at any time and as often as desired.
•For instance, you could enter checks with the employees in last name order, then change the sorting and print reports with employees in SSN order.
•Report Printing Order
•If you print more than one report at a time, you can use this area to select the order the reports are printed.
•Fixed Decimal
•This option allows the dollar entry fields to be entered in the style of a '10 Key Pad'.
•The decimal is fixed at two positions from the right. If you need a different decimal position, press the decimal key at the desired point.
•Per Paycheck Basis Calculation
•This option should only be selected if you have a mid-year rate change for a local or miscellaneous deduction.
•Enter Hours Worked for Salaried Employees
•Used only if you need to store the hours a salaried employee worked.
•Does not affect their salary.
•Cafeteria / Section 125 is Taxable for State Unemployment
•Used only if your employee's contributions to your Cafeteria and Section 125 plans are to be included in your state's unemployment tax calculation.
•New York currently includes Cafeteria / Section 125 as taxable wages for UI calculations.
•Certain states include Cafeteria / Section 125 as part of taxable UI wages if there is a cash option (even if not used).
•If you are not sure of the proper setting for your situation, contact your Cafeteria / Section 125 plan administrator.
Paid Time Off (PTO) Setup and Report
•See the Paid Time Off topic for more details.