Before you enter your YTD please make sure you:
1. Setup your company information.
2. Setup payroll settings including income, deduction and tax categories at the company level.
3. Enter your employees’ information including filing status and number of exemptions.
4. Setup and configure income, deduction and tax categories at the employee level.
Now you are ready to enter YTD payroll. Some tips:
1. You can override any values auto calculated by Payroll Mate.
2. If you want to see each and every check inside Payroll Mate, then you can go ahead and enter your checks one by one. Make sure to enter the correct pay date for each check.
3. If you just want to enter the YTD values then you can create only one check per employee, with the correct YTD info.
4. You can also create a dummy check for each quarter for each employee, dating the check for the end of the quarter so you have correct values for form 941.
Real Business Solutions Support Team, Makers of W2 Mate and Payroll Mate
708-479-8731