This section of our website includes simple and easy-to-follow tutorials on how to use our Payroll Mate® payroll software. Payroll Mate is comprehensive payroll system for small businesses, accountants, CPA firms, restaurants, non-profits, agricultural businesses, churches and payroll service providers.
| Tutorial Name | Tutorial Description | Tutorial Link |
|---|---|---|
| How to Add a Deduction | This tutorial shows how to create a deduction category in Payroll Mate. Payroll Mate allows user-defined deduction, income, and tax | Download PDF |
| How to Add a New Employee | This tutorial shows how to add a new employee inside Payroll Mate. | Download PDF |
| How to Add an Income Category | This tutorial shows how to add an income category inside Payroll Mate. | Download PDF |
| How to Add Optional Feature Codes | This tutorial shows how to add optional feature codes inside Payroll Mate. | Download PDF |
| Tutorial Name | Tutorial Description | Tutorial Link |
|---|---|---|
| How to Create a Bonus Check | This tutorial shows how to create a bonus check inside Payroll Mate. | Download PDF |
| How to Create a Custom Tax that is Not Built into Payroll Mate | This tutorial shows how to create a custom tax category inside Payroll Mate. | Download PDF |
| How to Create a New Company in Payroll Mate | This tutorial shows how to create or add another company inside Payroll Mate. | Download PDF |
| How to Create a Payroll Mate Desktop Shortcut in Windows 11 | This tutorial shows how to create a shortcut inside Payroll Mate. | Download PDF |
| How to Create a Tax Category | This tutorial shows how to create a tax category inside Payroll Mate. | Download PDF |
| Tutorial Name | Tutorial Description | Tutorial Link |
|---|---|---|
| How to Delete a Check | This tutorial shows how to delete a created check inside Payroll Mate. | Download PDF |
| How to Delete an Employee | This tutorial shows how to delete an employee inside Payroll Mate. | Download PDF |
| How to Delete Multiple Checks | This tutorial shows how to delete multiple checks inside Payroll Mate. | Download PDF |
| Tutorial Name | Tutorial Description | Tutorial Link |
|---|---|---|
| How to Edit a Tax Category | This tutorial shows how to edit tax categories inside Payroll Mate. | Download PDF |
| How to Edit a Check Number | This tutorial shows how to edit a check number in Payroll Mate. | Download PDF |
| How to Edit a Vendor Check | This tutorial shows how to edit vendor checks inside Payroll Mate. | Download PDF |
| How to Edit an Employee | This tutorial shows how to edit employee data inside Payroll Mate. | Download PDF |
| How to Edit an Employees Income from Salary to Hourly | This tutorial shows how to change an employees income form salary to hourly in Payroll Mate. | Download PDF |
| How to Edit an Employees Pay Frequency | This tutorial shows how to change an employees pay frequency in Payroll Mate. | Download PDF |
| How to Edit MICR Information | This tutorial shows how to edit MICR data inside Payroll Mate. | Download PDF |
| How to Edit W2 Form Box 12 and/or 14 in Payroll Mate | This tutorial shows how to edit W2 Form Box 12 and/or 14 in Payroll Mate. | Download PDF |
| Tutorial Name | Tutorial Description | Tutorial Link |
|---|---|---|
| How to Handle Departments with Payroll Mate | This tutorial shows how to handle departments inside Payroll Mate. | Download PDF |
| How to Handle Overtime OT Pay | This tutorial shows how to handle overtime OT pay inside Payroll Mate. | Download PDF |
| How to Handle Paid Time Off PTO Pay | This tutorial shows how to handle paid time off PTO pay inside Payroll Mate. | Download PDF |
| How to Handle Payroll for Employees with Fringe Benefits | This tutorial shows how to handle payroll for employees with fringe benefits inside Payroll Mate. | Download PDF |
| How to Handle Payroll for Employees with Multiple Job Titles | This tutorial shows how to handle payroll for employees with multiple job titles inside Payroll Mate. | Download PDF |
| How to Handle Payroll for Employees with Wage Assignments | This tutorial shows how to handle payroll for employees with wage assignments inside Payroll Mate. | Download PDF |
| How to Handle Payroll for Multiple States | This tutorial shows how to handle payroll for multiple states inside Payroll Mate. | Download PDF |
| Tutorial Name | Tutorial Description | Tutorial Link |
|---|---|---|
| How to Import Companies From Previous Year | This tutorial shows how to import companies from the previous year in Payroll Mate. | Download PDF |
| How to Import Employee Data from QuickBooks into Payroll Mate | This tutorial shows how to import employee data from QuickBooks. | Download PDF |
| How to Import Employees from a Spreadsheet | This tutorial shows how to import employees from a spreadsheet. | Download PDF |
| How to Import Timesheet Data | This tutorial shows how to import timesheet data inside Payroll Mate. | Download PDF |
| Tutorial Name | Tutorial Description | Tutorial Link |
|---|---|---|
| How to Print a Check on Blank Check Stock That You Can Print the Data on Later | This tutorial shows how to print a check on blank check stock that you can print the data on later. You will need to purchase and enable Payroll Mate Option 4 (MICR Ink Check Printing) in addition to Payroll Mate Software. | Download PDF |
| How to Print a Check on Preprinted Checks | This tutorial shows how to print a check on preprinted checks inside Payroll Mate. | Download PDF |
| How to Print a Payroll Journal report | This tutorial shows how to print a payroll journal report inside Payroll Mate. | Download PDF |
| How to Print a Payroll Tax Liability Report | This tutorial shows how to print a payroll tax liability report inside Payroll Mate. | Download PDF |
| How to Print a Signature on a Check | This tutorial shows how to print a signature on a check inside Payroll Mate. | Download PDF |
| How to Print a Single Check or Multiple Checks | This tutorial shows how to print a single check or multiple checks in Payroll Mate. | Download PDF |
| How to Print a W2 Copy A for Mailing to the SSA | This tutorial shows how to print W2 copy A for mailing to the SSA inside Payroll Mate. | Download PDF |
| How to Print a W2 Form | This tutorial shows how to print form 1099 MISC inside Payroll Mate. | Download PDF |
| How to Print Checks in the Middle of the Page | This tutorial shows how to print checks in the middle of the page in Payroll Mate. | Download PDF |
| How to Print Form 1099 MISC | This tutorial shows how to print form 1099 MISC inside Payroll Mate. | Download PDF |
| How to Print Form 1099 NEC | This tutorial shows how to print form 1099 NEC inside Payroll Mate. | Download PDF |
| How to Print Form 940 | This tutorial shows how to print form 940 inside Payroll Mate. | Download PDF |
| How to Print Form 941 | This tutorial shows how to print form 941 inside Payroll Mate. | Download PDF |
| How to Print Form 941 Payment Voucher | This tutorial shows how to print form 941 payment voucher in Payroll Mate. | Download PDF |
| How to Print Form 941 Schedule B | This tutorial shows how to print form 941 schedule B in Payroll Mate. | Download PDF |
| How to Print Form 943 | This tutorial shows how to print form 943 inside Payroll Mate. | Download PDF |
| How to Print Form 944 | This tutorial shows how to print form 944 inside Payroll Mate. | Download PDF |
| How to Print Form W3 | This tutorial shows how to print form W3 inside Payroll Mate. | Download PDF |
| How to Print the Employee Paystub | This tutorial shows how to print the employee paystub inside Payroll Mate. | Download PDF |
| How to Print Using MICR Ink Check Printing | This tutorial shows how to Print using MICR check printing in Payroll Mate. | Download PDF |
| How to Print Vendor MICR Checks | This tutorial shows how to print vendor MICR checks in Payroll Mate. | Download PDF |
| Tutorial Name | Tutorial Description | Tutorial Link |
|---|---|---|
| How to Process Mid-Year Tax Rate Changes | This tutorial shows how to process mid-year tax rate changes inside Payroll Mate. | Download PDF |
| How to Process Off Cycle or Additional Paycheck | This tutorial shows how to process off cycle or additional paycheck inside Payroll Mate. | Download PDF |
| How to Process Payroll for Employees with Multiple Pay Rates | This tutorial how to process payroll for employees with multiple pay rates inside Payroll Mate. Purchase and enable Payroll Mate Option 4 is required. | Download PDF |
| How to Process Payroll for Employees with Varying Hours | This tutorial shows how to process payroll for employees with varying hours inside Payroll Mate. | Download PDF |
| Tutorial Name | Tutorial Description | Tutorial Link |
|---|---|---|
| How to Set Up a Custom Deduction That Is Not Built into Payroll Mate | This tutorial shows how to set up a custom deduction that is not built inside Payroll Mate. | Download PDF |
| How to Set Up After Tax Deductions | This tutorial shows how to set up after tax deductions inside Payroll Mate. | Download PDF |
| How to Set Up an Employee That Is Exempt from Taxes | This tutorial shows how to set up an employee that is exempt from taxes inside Payroll Mate. | Download PDF |
| How to Set Up and Manage 401k Contributions | This tutorial shows how to set up and manage 401k contributions inside Payroll Mate. | Download PDF |
| How to Set Up and Manage Child Support Deductions | This tutorial shows how to set up and manage child support deductions inside Payroll Mate. | Download PDF |
| How to Set Up and Manage Employee Reimbursements | This tutorial shows how to set up and manage employee reimbursements inside Payroll Mate. | Download PDF |
| How to Set Up and Manage Payroll Deductions for Union Dues | This tutorial shows how to set up and manage payroll deductions for union dues inside Payroll Mate. | Download PDF |
| How to Set Up and Manage Payroll for Agricultural Workers | This tutorial show how to set up and manage payroll for agricultural workers inside Payroll Mate. | Download PDF |
| How to Set Up and Manage Retirement Plan Contributions | This tutorial shows how to set up and manage retirement plan contributions inside Payroll Mate. | Download PDF |
| How to Set Up and Manage Shift Differentials | This tutorial shows how to set up and manage shift differentials inside Payroll Mate. | Download PDF |
| How to Set Up Direct Deposit for Employees | This tutorial shows how to set up direct deposit for employees inside Payroll Mate. | Download PDF |
| How to Set Up Employee Federal Tax Withholding | This tutorial shows how to set up employee federal tax withholding inside Payroll Mate. | Download PDF |
| How to Set Up Employee Medicare Tax | This tutorial shows how to set up employee Medicare tax inside Payroll Mate. | Download PDF |
| How to Set Up Employee Social Security Tax | This tutorial shows how to set up employee social security tax inside Payroll Mate. | Download PDF |
| How to Set Up Employee State Tax Withholding | This tutorial shows how to set up employee state tax withholding inside Payroll Mate. | Download PDF |
| How to Set Up Health Insurance Deduction | This tutorial shows how to set up health insurance deduction inside Payroll Mate. | Download PDF |
| How to Set Up Health Savings Account HSA Deduction | This tutorial shows how to set up health savings account HSA deduction inside Payroll Mate. | Download PDF |
| How to Set Up Local Income Tax | This tutorial shows how to set up local income tax in Payroll Mate. | Download PDF |
| How to Set Up Medical Flexible Spending Account FSA Deduction | This tutorial shows how to set up medical flexible spending account FSA deduction inside Payroll Mate. | Download PDF |
| How to Set Up Payroll | This tutorial shows how to set up Payroll inside Payroll Mate. | Download PDF |
| How to Set Up Payroll for Clergy or Ministers | This tutorial shows how to set up payroll for clergy or ministers inside Payroll Mate. | Download PDF |
| How to Set Up Percentage of Net Pay Deduction | This tutorial shows how to set up percentage of net pay deduction in Payroll Mate. | Download PDF |
| How to Set Up State Unemployment Insurance Tax | This tutorial shows how to set up percentage of net pay deduction in Payroll Mate. | Download PDF |
| How to Set Up Tips | This tutorial shows how to set up state unemployment insurance tax in Payroll Mate. | Download PDF |
| How to Set Up Vacation and Sick Hours - Hours Per Check | This tutorial shows how to set up vacation and sick hours per check in Payroll Mate. | Download PDF |
| How to Set Up Vacation and Sick Hours - Hours Worked | This tutorial shows how to set up vacation and sick hours per hours worked in Payroll Mate. | Download PDF |
| Tutorial Name | Tutorial Description | Tutorial Link |
|---|---|---|
| How to Access and Generate Reports | This tutorial shows how to access and run reports inside Payroll Mate. | Download PDF |
| How to Adjust Text Size | This tutorial shows how to adjust text size inside Payroll Mate. | Download PDF |
| How to Apply a Deduction to a User Defined Income | This tutorial shows how to apply a deduction to a user defined income inside Payroll Mate. | Download PDF |
| How to Backup My Data After Running Payroll | This tutorial shows how to back up your data after running payroll inside Payroll Mate. | Download PDF |
| How to Change Payroll Cycle Pay Frequency | This tutorial shows how to change payroll cycle pay frequency inside Payroll Mate. | Download PDF |
| How to Correct a Payroll Error | This tutorial shows how to correct a payroll error inside Payroll Mate. | Download PDF |
| How to Correct W2 Forms | This tutorial shows how to correct W2 forms inside Payroll Mate. | Download PDF |
| How to Double Check Employee Information | This tutorial shows how to double check employee information inside Payroll Mate. | Download PDF |
| How to Download Payroll Mate | This tutorial shows how to download Payroll Mate software. | Download PDF |
| How to E-File W2 Forms to the SSA using Payroll Mate | This tutorial shows how to e-file W2 forms to the SSA using Payroll Mate. | Download PDF |
| How to Ensure Payroll Mate is Updated to Latest Version | This tutorial shows how to ensure Payroll Mate is updated to latest version. | Download PDF |
| How to Enter State Disability Insurance Tax Rate SDI | This tutorial shows how to enter state disability insurance tax rate SDI inside Payroll Mate. | Download PDF |
| How to Enter State Unemployment Tax Rate | This tutorial shows how to enter state unemployment tax rate inside Payroll Mate. | Download PDF |
| How to Export 1099 Data from Payroll Mate into W2 Mate | This tutorial shows how to export 1099 data from Payroll Mate and import into W2 Mate. | Download PDF |
| How to Export a General Ledger Report | This tutorial shows how to export a general ledger report inside Payroll Mate. | Download PDF |
| How to Export from QuickBooks | This tutorial shows how to export from QuickBooks into Payroll Mate. | Download PDF |
| How to Export W2 Data from Payroll Mate to W2 Mate | This tutorial shows how to export W2 data from Payroll Mate to W2 Mate. | Download PDF |
| How to Generate a Report That Lists State Taxes and Taxable Wages | This tutorial shows how to generate a report that lists state taxes and taxable wages. | Download PDF |
| How to Hide Employee Address on the Check | This tutorial shows how to hide employee address on the check inside Payroll Mate. | Download PDF |
| How to Hide Employee Social Security Number on Paystubs and in Direct Deposit Files | This tutorial shows how to hide employee social security number on paystubs and in direct deposit files. | Download PDF |
| How to Make an Employee Inactive | This tutorial shows how to make an employee inactive inside Payroll Mate. | Download PDF |
| How to Make an Income Category Inactive | This tutorial shows how to make an income category inactive in Payroll Mate. | Download PDF |
| How to Manually Install Latest Updates | This tutorial shows how to manually install the latest updates inside Payroll Mate. | Download PDF |
| How to Override Calculation on Form W2 | This tutorial shows how to override calculations on Form W2 inside Payroll Mate. | Download PDF |
| How to Override Calculations on Form 941 | This tutorial shows how to override calculations on Form 941 inside Payroll Mate. | Download PDF |
| How to Pay a Vendor or Contractor | This tutorial shows how to pay a Vendor or Contractor inside Payroll Mate. | Download PDF |
| How to Pay an Employee Per Piece | This tutorial shows how to pay an employee per piece with Payroll Mate. Payroll Mate comes with a number of built-in incomes, per piece is one of them. | Download PDF |
| How to Pay Multiple Employees | This tutorial shows how to pay multiple employees in Payroll Mate. | Download PDF |
| How to Recover Payroll Mate Data | This tutorial shows how to recover payroll mate data inside Payroll Mate. | Download PDF |
| How to Recreate a Payroll Check | This tutorial shows how to recreate a payroll check inside Payroll Mate. | Download PDF |
| How to Rollover Employee and Payroll Set Up from Last Year to This Year | This tutorial shows how to rollover employee and payroll set up from last year to this year inside Payroll Mate. | Download PDF |
| How to Round Federal Income Tax to the Nearest Dollar | This tutorial shows how to round federal income tax to the nearest dollar inside Payroll Mate. | Download PDF |
| How to Round State Income Tax to the Nearest Dollar | This tutorial shows how to round state income tax to the nearest dollar inside Payroll Mate. | Download PDF |
| How to Run a Deposit Requirement Report | This tutorial shows how to run a deposit requirement report in Payroll Mate. | Download PDF |
| How to Run Payroll for the First Time | This tutorial shows how to run payroll for the first time inside Payroll Mate. | Download PDF |
| How to Update an Employee Address | This tutorial shows how to update an employee address inside Payroll Mate. | Download PDF |
| How to Update an Employee Name After Marriage | This tutorial shows how to update an employee name after marriage in Payroll Mate. | Download PDF |
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