Chapter 5

Set Up Payroll Background Information


Before you start using payroll, you set up its features, including state or local items, schedules, and employee records. Accurate payroll reports hinge on a complete year’s information. To minimize data entry, start your payroll January 1. If you start mid-year, plan to start on the nearest quarter: March 1, June 1, or September 1.

Set Up Payroll

Create a Payroll Schedule

Create a Payroll Item

Create a State or Local Tax Item

Set Payroll & Employee Preferences

Create an Employee Record

Set Up Workers’ Compensation

Set Up Payroll

To set up payroll, you must select a payroll service option, and ...

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