How Do I: Employees and Payroll

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Setup and Maintain

Set up employee defaults and standard payroll fields using the Payroll Setup Wizard
Set up employee pay levels and other employee defaults
Set up an employee
Set up a sales representative
Enter employee beginning balances
Enter employee performance review information
Enter employee raise history information
Set up and use custom fields
Review employee information
Change an employee ID
Display an employee event log
Enter company direct deposit information
Set up a direct deposit employee
Synchronize pre-note approval status

Install/update payroll formulas
Edit user-maintained formulas
Update the employer state unemployment (SUI ER) formula to a new payroll tax year

Common Payroll Deductions

Set up a company 401(k) plan and track contributions
Track employee vacation or sick time
Record employee tips
Set up group health payroll deductions
Set up bonus or commission fields for hourly employees
Set up local payroll taxes
Set up multiple state withholdings
Track employee loans or advances
Set up labor tax or union dues deductions
Set up employee garnishment
Set up federal earned income credit
Set up fringe benefits

Tasks

Pay employees
Pay employees using time-ticket hours
Enter manual paychecks
Preview check forms before printing them
Print 7-inch checks
Preview paychecks
Void paychecks
Synchronize direct deposit payroll transactions
Apply payroll expenses to a job
Troubleshoot payroll tax calculation errors during payroll entry
Select and view payroll tax forms
Print employee mailing labels

Quarterly Payroll Procedures

Print Quarterly Earnings report
Print Quarterly Employer Payroll Tax reports

Year-End Payroll Procedures

Payroll year-end procedures (checklist)
Print Payroll Exception report to correct differences between calculated withholdings and actual withholdings
Print Yearly Earnings report
Print vendor 1099 forms
Close the payroll tax year

Published: March 21, 2017
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