Pay Setup
What money is called, who is paid when, and what the tax depends on.
12 steps · 10 questions · 9 screens on this shelf
The screens on this shelf
Records
Earning Codes
What money is called, how each kind is worked out, and whether it counts as wages.
Open
Records
Deduction Codes
What comes out, in what order, and which taxes it reduces before it does.
Open
Records
Pay Groups
Who is paid together, how often, and which engine calculates them.
Open
Records
Pay Calendar
The periods a pay group is paid for, and when each one is paid.
Open
Records
Withholding (W-4)
What each employee has told the employer to withhold. Nothing can be calculated for somebody with no setup on file.
Open
Records
Local Tax Assignments
The cities, counties, school districts and PSDs each employee is taxed by, as a resident or as somebody who works there. The work and home locality on the employee record count as assignments too; this is for anything more.
Open
Records
Recurring Earnings
Pay that repeats every period without being re-entered.
Open
Records
Employee Deductions
What comes out of a particular person’s pay, including garnishments and loans.
Open
Records
Payroll Tax Accounts
Which liability account each kind of tax is owed on when a payroll is posted. Anything left on 2110 stays where it always was.
Open
Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.