Setting up the payroll

1. Go to Setup, Settings, Payroll, Linked Accounts.
2. For each subsection (Incomes, Deductions, Taxes, etc.), verify that there’s an account for every field.
   • Ask your accountant for proper guidance of which account to select
3. Select OK.
4. Go to Setup, Settings, Payroll, Incomes.
5. Verify that the setup for taxes is correct for each income.
6. To have the vacation calculate, select a liability account in the Vac. Owed section:
   • Ask your accountant for proper guidance of which account to select
7. Select Deductions and verify the setup is correct for each deduction.
8. Select Taxes and input the proper percentage rates for each additional tax.
9. Select OK.

To create a new payroll income

1. Select Setup, then Settings.
2. Select Payroll, then Income.
3. Rename the next available Income to the one you want to create.
4. Change the type of the income as appropriate (Income, Hourly Rate). Put a check mark in the appropriate tax columns.
5. Select Linked Accounts, Payroll, then Income and you’ll see the New Income in the column below. You’ll need to link it to your Wages account or link to a different Expense account if desired.
6. Open the Employee Record, put a check mark in the Use column beside the New Income and the appropriate rate for the Income.

To create a new payroll deduction

1. Select Setup, then Settings.
2. Select Payroll, then Deductions.
3. Rename the next available Deduction to the one you want to create.
4. Change the type of the deduction as appropriate in the Deduct By column (Amount or Percentage of Gross).
5. Choose to apply this deduction either before or after applying the taxes.
   • To have the deduction taken off your Gross, you must leave the columns unchecked
   • To have the deduction taken off your Net, you must check the columns that apply
6. Select Setup, Settings, Payroll, then Linked Accounts.
7. Select the Payroll Deductions tab and you’ll see the new deduction in the column below. You’ll need to link it to either a Payables or Expense account.
8. Open the Employee Record, put a check mark in the Use column beside the New Deduction.
9. Enter the rate for the deduction.

To set up payroll taxes

1. Select Setup, Settings.
2. Select Payroll, Linked Accounts, Taxes.
3. Link the accounts to payable and expenses.
4. For Quebec employees, also link payables and expense accounts to Tax(Que), QPP, QHSF, QPIP.
5. If you have an active Payroll ID and click the “calculate taxes automatically” button on the paycheque screen, the payroll tax amount will show up. Enter any incomes or deductions.
6. You can only use the Payroll Cheque Run feature when you have any active Payroll ID.

To set up Payroll Remittance

1. Select Vendors and create the Receiver General record if it doesn’t exist.
2. Select Setup, Settings, then Payroll Remittance.
3. Click the magnifying icon in the Remittance Vendor Column to link the EI, CPP and Tax to the Receiver General vendor.
4. Select Receiver General.
5. Enter the Remittance Frequency.
6. Enter the End of Next Remitting Period.
7. Select OK to save.
8. To confirm the amounts that you need to remit, check the general ledger report through Reports, Financials, General Ledger Report.
9. Ensure the dates you’re using are for the same period for which you’re remitting.
10. If you’re setting up remittance for Worker’s Compensation (WCB, CSST, etc.) follow the same steps above.

Create an Employee

1. Under the Employees icon, select the Employees link, then select Add Employee.
2. Fill in all the information for each employee and every tab.
   • Ensure the Pay Periods Per Year are accurate on the Income tab to avoid calculation issues
3. Select Save and Close.
4. Repeat this for each additional employee.

Make a Paycheque

1. Under the Paycheque icon, select the Paycheque link.
2. Select Create Paycheque.
3. Select the Employee.
4. Select the Cheque Date and Period End Date.
5. Fill in the paycheque information as required. Check all tabs including the Taxes tab for accuracy.
6. If everything looks ok, click the Print icon to print a paycheque. Otherwise, select Process.
7. Repeat for the next employee.