Advanced setup > Set up payroll
note : Do you need to do this task?
If you want to process employee pays, track amounts you owe to the IRS and print payroll tax forms, you need to set up the payroll features.
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Load tax tables Payroll taxes are amounts that are calculated and deducted from employee pays according to the rules established by the government taxation authorities. In software, these calculation rules are stored in a tax table file that you need to load into your company file.
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Enter general payroll information Enter the current payroll year, the number of hours in your normal working week and your company’s tax details.
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Review payroll categories The components of an employee’s pay, such as wages, accruals, and taxes, are called payroll categories. These are assigned to an employee’s card to calculate their standard pay.
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It’s a good idea to review the details of each payroll category to make sure it matches the way you do business.
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Enter employee details Create a card record for each of your employees and enter such details as their addresses and payroll information.
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Enter pay history [Existing businesses only] If you have already paid the employee in the current payroll year, you should enter the amounts you have paid your employees.
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You can use the Payroll Easy Setup Assistant to do these tasks. To access the Payroll Easy Setup Assistant, go to the Setup menu, choose Easy Setup Assistant and then click Payroll.
For more information about creating payroll categories and entering employee payroll information, see Creating payroll categories and Entering employee payroll information.
In addition to the Payroll Easy Setup Assistant tasks, you may also want to do the following tasks if they are relevant to your business.
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Set up timesheets
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Use timesheets to record all the hours worked by hourly employees. If you pay employees for time-billing activities, you can also enter activity details on timesheets and use these details to create activity slips.
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Customize forms
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Change the appearance of the default pay stub and paycheck forms.
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Synchronize employee records with Address Book
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Synchronize your employee card records with your contact records in Address Book.
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Use identifiers and custom lists to group the cards of employee who have similar attributes.
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Set up payroll tax forms
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Prepare and print official copies of the W-2 and W‑3 tax forms.
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