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Payroll Mate® 2018 - $119

Payroll Software for Small Business & Accountants Since 2006

Great Reviews + Trusted by Thousands + Free US-based Support

For $119 , run payroll in-house for up to 10 companies for one calendar year

No Monthly Fees + Free Trial + Desktop-Based (not online)

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Questions? 1-800-507-1992 or Chat or sales@realtaxtools.com

Best Value in Payroll Software

Payroll Mate prints forms W2, W3, 941, 943, 944, 1099 and 1096

Prepare payroll, pay employees, calculate payroll taxes, print payroll checks, generate payroll reports, export payroll data to ERP / accounting software, and process payroll forms. Download FREE desktop payroll software trial now and see how easy it's to run payroll in-house using Payroll Mate®.

Payroll Mate Feature List

Last updated: May 17, 2018

Do you know what your payroll is costing you? Why pay $200 a month to a payroll service company when you can spend only $119 a year (no monthly fees) for all your payroll needs? Payroll Mate® is a comprehensive payroll software that fits the needs of accountants, small to medium size businesses (SMBs), agricultural employers, non-profits, local governments, schools, household employers and the self-employed. Payroll Mate not only offers solid return on investment, but also gives employers better control over payroll-related activities, provides easier access to employee / wage information, simplifies reporting / compliance / record-keeping and helps employers address employee information confidentiality concerns.

Payroll Mate 2018 automatically calculates net pay, federal withholding tax, Social Security tax, Medicare, state and local payroll taxes. Payroll Mate also supports different types of payroll pay periods, prints checks, prepares payroll forms 941, 943, 944, 940, W2 and W3. This software also supports user-defined Income, Tax, and Pre-tax / Post-tax Deduction categories making it very flexible and powerful. Our payroll system works with different accounting software including Intuit QuickBooks, Sage Peachtree (Sage 50), Quicken, Microsoft Accounting and more.

Video: Actual customers (not paid actors) describe their experience with Payroll Mate

[Note to software authors and website publishers: This feature list is copyrighted material- Do not reproduce in whole or in part without written permission.]

Pay Employees

Automatically calculates federal and state payroll taxes.. Our desktop payroll software comes with a built-in payroll and paycheck calculator for federal withholding and state withholding for all 50 states and District of Columbia. Tax tables and payroll formulas are updated throughout the year and pushed via the touch-free auto-update mechanism.

Exports Payroll Data to QuickBooks

Exports Payroll Data to QuickBooks accounting software and Sage 50 (Sage Peachtree). This feature makes Payroll Mate a great alternative to QuickBooks payroll service and Sage payroll.

payroll forms: 941, 940, 943, 944, W-2 and W-3

Supports the following federal quarterly and annual payroll forms (ready to sign and send): 941, 940, 943, 944, W-2 and W-3. Our 2018 payroll program makes generating and printing these federal payroll forms as easy as clicking a button. Form 941 is Employer's Quarterly Federal Tax Return. Form 943 is Employer's Annual Federal Tax Return for Agricultural Employees. Form 940 is Employer's Annual Federal Unemployment (FUTA) Tax Return. Payroll Form W-2 is Wage and Tax Statement. Form 944 is Employer's Annual Federal Tax Return and form W-3 is Transmittal of Wage and Tax Statements.

Multiple Pay Frequencies

Multiple Pay Frequencies (Payroll Cycle Duration). Supports different types of pay periods including weekly payroll, biweekly payroll, semimonthly payroll and monthly payroll. Although Payroll Mate gives users the ability to use any pay frequency they want, we recommend extending the duration of payroll cycles to reduce payroll staff's payroll processing activities and thus save time and money.

payroll tax software

Multiple Pay Types. Our payroll tax software supports regular salary, hourly pay, overtime pay, double overtime, bonus pay and commissions.

payroll calculations software

Includes comprehensive payroll reports. Our small business payroll solution ships with the following reports: Journal Summary, Journal Detail, Tax Liability, Deposit Requirement, Employee Earnings, Employee List, Payroll Totals, Payroll Detail, Taxes & Deductions, State Taxes and Pay Periods report. Employee Earnings report is ideal for exporting data to HR software and specialized human resources / businesses management applications such as church, farm, trucking and restaurant accounting software. The most comprehensive way for exporting data is of course the general ledger module. One of the crucial reports is the "Deposit Requirements Report", which shows how much an employer needs to deposit for each tax including form 941 taxes (FICA + Fed WH) that get typically deposited through EFTPS (www.eftps.gov).

Exports payroll reports to Microsoft Excel

Exports payroll reports to Microsoft Excel, CSV and Adobe PDF. Once a report is generated inside Payroll Mate 2018, the user has a full list of options to export the report data, some of these options include PDF, Text, CSV(Comma Separated Value), MHT, Excel, Rich Text, JPEG, BMP, GIF, TIFF and EMF. This feature is very important in many cases including third-party remittance processing (sending payments to a tax agency or 401K provider).

payroll vacation accrual

Payroll vacation accrual and sick pay accrual (vacation and sick time calculation and tracking). Payroll Mate can track and accrue two types of leave hours: Vacation and Sick. The user has the ability to configure vacation hours earned per check, maximum vacation hours earned per year, sick hours earned per check and maximum sick hours earned per year. When creating a new payroll check, the software automatically calculates vacation hours earned, sick hours earned, vacation hours used and sick hours used (the user has the ability to override any of these values). When printing paychecks, the user has the ability to specify whether vacation and sick time information gets included on the paystub / payslip. The payroll system also comes with a powerful report which lists for each check (in a certain pay period) vacation hours earned, vacation hours used, sick hours earned, and sick hours used.

1099 vendor software

Vendor and 1099 Center (software for accounts payable / contractors). Pay 1099 employees / contractors, track vendor checks, generate comprehensive reports and print IRS tax forms 1099-MISC / 1096. Learn more about Vendor and 1099 Center. This feature requires Payroll Mate Option #6 - Additional Fee.

Prints signature ready payroll checks

Prints signature ready checks and extensive pay stubs for your employees.

Quicken Payroll Export

Exports Payroll checks to Quicken QIF format. Quicken users can use Payroll Mate as Quicken payroll software. This feature is also useful to the discontinued QuickPayroll users looking for new payroll program.

General Ledger Export

General Ledger Export (Posting to Accounting). Exports Payroll Data to GL (General Ledger) for import into accounting / CRM software like Microsoft Office Accounting, Intacct and Oracle's Human Resources Management system. The General Ledger export feature available in our payroll tax software is one of the most advanced and powerful in the industry.

state payroll forms

Supports a number of state payroll forms. Forms currently supported are California DE 9 (Quarterly Contribution Return and Report of Wages), California DE 9C (Quarterly Contribution Return and Report of Wages -Continuation), Texas C-3 (Employer's Quarterly Report ), Texas C-4 (Employer's Quarterly Report Continuation Sheet), New York NYS-45 (Employer's Quarterly Tax and Wage Report ), Florida Reemployment Tax RT-6 (Electronic Reporting of Florida Department of Revenue Employer's Quarterly Report), Illinois 941, Illinois IDES Employer Monthly Reporting and Illinois UI-3/40. (Requires Payroll Mate Option #5 (Additional Charge).

Access Restriction

Access Restriction to Sensitive Payroll Information. Payroll Mate helps employers keep payroll information confidential by offering password protection (users need to input a password to access the system) and offering the ability to mask / hide employees' social security numbers on paystubs. This feature is very important since most employees would be very upset if their incomes, contributions to retirement plans, their Tax IDs and similar information were accessed by unauthorized individuals.

FREE updates during the tax year

FREE updates during the tax year.Touch-free payroll software update through the Internet. Updates can also be installed manually in case the user does not have internet access (user lives in a rural area or company policy does not allow online connectivity).

tutorials website

Dedicated tutorials website with step by step instructions on how to use and customize the software. Users can browse and search for answers directly from inside Payroll Mate.

FREE US-based technical support

Friendly, helpful, professional and FREE US-based technical support by phone, email and chat.

FREE download

Supports customizable income, tax and deduction categories. One of the most powerful features of this payroll management software is the ability to define an unlimited number of custom payroll items to fit the employer's needs. With other payroll solutions you are locked in with the built-in payroll items that ship with the product and even if you have the ability to define custom payroll types, you are limited in the number of items you can define. This feature is very useful for users with advanced payroll processing requirements or payroll service bureau.

online payroll

Much faster than online payroll solutions (Payroll in the Cloud). Our standalone payroll software is much faster than online payroll software, which requires internet connectivity to work. We were told by some of our customers that they explicitly moved from online payroll providers because their solutions were slow and sometimes unreachable due to interruption of service. Payroll Mate is truly designed to improve the efficiency and effectiveness of payroll departments.

payroll data import

Imports employee HR information and payroll setup. Businesses switch to Payroll Mate payroll accounting software every day. This is why Payroll Mate offers a powerful engine for importing payroll setup (configuration) from other applications including market leaders such as Sage 50 (Peachtree), Intuit QuickBooks, Sage DacEasy, Kronos, ADP, Paychex, Oracle's PeopleSoft and more.

Social Security and Medicare taxes

Auto calculates Social Security Taxes and Medicare payroll Taxes. US Employers are required by law to withhold 6.2 % of each employee's paycheck (for tax year 2017 the rate is 6.2%). The employer must also match this amount, so the total payment sent to the IRS is 12.4 % (12.4% for 2017). This payroll withholding applies to the first $118,500 (as of 2017) of employee pay in each calendar year. On the other hand, Medicare tax has no upper limit and employers are required to withhold 1.45% of each employee's paycheck, and match this amount, so the total payment sent to the federal government is 2.9%. Our in house payroll software automatically calculates tracks and reports both types of taxes.In addition to withholding Medicare tax at 1.45%, the employer must withhold a 0.9% Additional Medicare Tax from wages paid to an employee in excess of $200,000 in a calendar year. Payroll Mate calculates Additional Medicare Tax Withholding. Employee and employer Social Security portion of the FICA tax are also referred to as "OASDI". Employee and employer Medicare portion of the FICA tax are also referred to as "HI".

payroll deduction software

Auto calculates FUTA (Federal Unemployment Tax), which is paid by employers only. This tax is reported to the IRS through form 940 (Employer's Annual Federal Unemployment (FUTA) Tax Return). Payroll Mate® calculates, tracks and reports FUTA tax on form 940. According to IRS form 940 instructions, the time needed to complete and file this form will vary depending on individual circumstances, but the estimated average time for recordkeeping is 9 hours and 19 minutes, for learning about the law or the form is one hour and 23 minutes and for preparing, copying, assembling, and sending 940 form to the IRS the time needed is one hour and 36 minutes. By using our payroll database software this time is reduced to a few minutes.

calculating the SUTA tax

Calculates State Unemployment Tax (SUTA). As of tax year 2017 state unemployment tax rates range from 0.10 % to 5.4 % (the amount of the credit allowed against FUTA tax). In some cases the state rate exceeds 5.4 %. The SUTA rate is not the same for all employers, since the states follow what is called experience rating, where the companies with higher layoff rates have higher rates (more layoffs means more employees will ask for unemployment benefits). Through our payroll software you can setup the state unemployment rate for each quarter along with the wage base, with the software calculating the SUTA tax for each paycheck and tracking the amounts for reporting purposes. Typically at the end of each year, the state agency that handles unemployment taxes mails out notices to employers with the unemployment rate for the upcoming year. Payroll Mate users will need to enter this rate under the "company state tax information screen" when they install and configure the software for the upcoming year. The Payroll Mate® flexible tax engine also gives employers the ability to comply with complex payroll scenarios for some states such as the calculation of Washington workers' comp (both employee deduction and employer contribution) as mandated by the Department of Labor and Industries (even when multiple rates / risk classes are assigned to the same employer).

calculates SDI

Calculates state disability insurance tax. Very few states maintain disability insurance funds, in order to pay employees who are unable to work due to illness and/or injury. In some cases this tax is paid by the employee only and in other cases by both the employee and employer. The states which impose SDI are New York, California, Hawaii, New Jersey, and Rhode Island. This powerful, yet simple payroll software calculates SDI and gives users the ability to control who pays the tax, the tax rate and the tax wag base.

Payroll Software support for Direct Deposit

Direct Deposit. Prepares NACHA - ACH files for direct deposit payroll processing through a financial institution like a bank (Requires Payroll Mate Option #2 - Additional Fee). By using this feature, our customers have direct deposit payroll software with the ability to process unlimited number of direct deposit transactions. Other payroll software solutions charge per transaction, which makes direct deposit less attractive to employers.

Regardless of your business size, Direct Deposit offers great benefits, from cost savings to helping the environment.

Direct Deposit saves you time and money: According to a calculation of the costs of paper checks vs. Direct Deposit payments, a company with 10 employees can save nearly $900 per year by switching to Direct Deposit.

Direct Deposit is very easy: Payroll Mate makes direct deposit easy and straightforward. Payroll Mate generates a file (ACH file), which you simply send to the bank to process payments for your employees.

Direct Deposit reduces the likelihood of fraud: With Direct Deposit there are no checks to be lost or stolen and there is less potential for altered amounts and forged signatures.

Direct Deposit is a smart way to help the environment: By switching to Direct Deposit, an individual employee, paid every two weeks, can: Save a pound of paper per year, avoid the release of 4 gallons of waste water into the environment and avoid the release of 1 pound of greenhouse gases into the atmosphere. [2009 NACHA].

payroll software reviews

Multi-Company Management. Supports 10 companies with up to 75 employees per company. You can purchase Payroll Mate Option #3, which adds support for 100 companies with 1000 employees per company. Did you know that the leading payroll software vendor charges more than $300 for a program that supports one company and 3 employees per company?

New York City Payroll Tax

Auto calculates New York City Tax (NYC Tax). New York City charges a personal income tax to City residents. The tax is administered and collected by the New York State Department of Taxation and Finance for the City. This payroll software calculates, tracks and reports this NYC payroll tax.

income per mile and per piece

Supports income per mile and per piece. Income per piece is important to employers looking for trucking payroll software and who compensate drivers per mile. Examples of employers who take advantage of the income per piece are farmers who compensate farm workers per bucket.

Farm Payroll

Supports Farm Payroll. Our payroll system gives agricultural businesses everything they need to manage payroll for farm / ranch workers and labor contractors. Through Payroll Mate ranchers and farmers can file IRS annual tax form 943, pay workers a salary / per hour/ per piece or custom add any type of payroll income that fits their business model. Through the vendor and 1099 center farm employers can pay contractors and issue them 1099s at the end of the year to stay in compliance with IRS regulations as defined by Publication 51 (Agricultural Employer's Tax Guide).

Employer must use payroll program to maintain up to date backups

One step backup and restore. Make sure you back up your payroll data into a portable device like a flash drive or something similar and keep it in a safe and handy place. Our payroll accounting software reminds the user to back up the company data each time the software is closed. Maintaining regular backups is one of the essentials that employers and payroll processors should never overlook. Offsite storage of payroll information backups is also highly recommend.

Supports Job Categories

Supports employees who work in different areas / positions and get paid accordingly (different jobs and rates on the same check for the same employee). For example in a restaurant establishment when an employee cooks she earns chef wages and when the same employee takes orders and delivers plates to customers she makes server wages.

Runs in Virtual desktop environment

Payroll Mate can be deployed in a thin-client / virtual-desktop environment including Citrix and Terminal Services (TS). This feature is important for bigger accounting firms, local governments, educational institutions, banks, hospitals and more. Our system can also be deployed in Microsoft Azure RemoteApp environment, which allows users to access applications in the cloud from a variety of devices and operating systems. Some of our users host Payroll Mate online through providers like Right Networks and InsynQ.

Form 941 adjustments

Handles Form 941 adjustments in a unique way, different from any other payroll software by allowing you to edit the adjustments of any day in the quarter, and automatically reflects your changes on the adjustments total in Form 941 and on Schedule-B entries.

Churches and Non-Profits

Ideal for religious organizations, churches and non-profit groups. Supports clergy (pastor) taxable and non-taxable earnings. Supports "Housing Allowance" and provides the ability to exempt or withhold Social Security and Medicare taxes from a minister's paycheck.

Employee Notes

Ability to add employee notes. Very basic human resource management. Use the Employee Notes field to record additional employee info such as hire date, termination date, job title, supervisor name, evaluation notes, date of last raise, and so on. This field can be found under the employee setup wizard.

Flexible Spending accounts

Supports Flexible Spending Accounts. Payroll Mate supports FSA payroll deductions where a certain amount of money is withheld from an employee's pre-tax gross pay and gets stored in a fund dedicated for medical and/or dependent care expenses. Throughout the year, funds get disbursed to participating employees who have documented and approved expenditures.

Prints Paystub Only

Ability to print Paystub (remittance advise) ONLY. This feature is useful if you would like to email paystubs (check stubs) to your employees, hand-write checks and in many other cases. A check stub (remittance advice) typically lists an employee's gross pay, wages, tax deductions, withholdings and net pay.

payroll for federal taxes

A step by step, easy to follow wizard guides you through the company creation process. Each newly created company inside this payroll program is automatically filled with a number of default Income, Tax, and Deduction categories, including federal taxes to save you time and effort.

in house payroll software

Easy to follow wizard guides you through the process of adding new employees and deciding appropriate Incomes, Taxes, and Deductions for each employee along with their values. Please remember as an employer you will need to always verify an employee's authorization to work in the United States by completing USCIS form I-9. Our customers often ask about the criteria for specifying an employee's withholding allowances and filing status. This information must always come from an employee-filled and signed form W-4 (Employee's Withholding Allowance Certificate). Once an employee is added in the payroll system, no changes to his or her tax setup /deductions should be applied without a signed request for the payroll department to do so.

easily create new payroll checks or view already created ones

Displays the existing employees in the company in a very clear organized tabular view, with the ability to sort the employees on their names, social security numbers, or any other column in the employees table. Through the employees table, you can easily create new payroll checks or view already created ones for any employee.

software offers a categorized view of your checks

Offers a categorized view of your checks, with the ability to: Group Checks according to employee or pay period; Filter checks to see only the ones of the current month, quarter, year, or even last year(s); Navigate between checks easily while showing you a separate and appealing preview of each check. Previews of paychecks and pay slips are very important to allow employers go over the payroll transactions and make any desired adjustments before actually printing the checks and finalizing the payroll run.

Create payroll checks

Makes creating checks easier than you have ever imagined by: Combining all what you need to create a new check or edit an existing one in a single well organized window, instead of going through several tedious windows like other payroll software applications. Allowing you to run through the employees' list spontaneously and get each one's incomes, taxes and deductions ready for you to edit. Automatically calculating taxes and deductions and year to date values for current employee as you edit the incomes values!

Payroll Software support for Inactive Employees

Supports Inactive Employees. This feature is very important for employers who hire seasonal and part-time employees.

Batch Mode

Employee payroll may be processed one employee at a time or in batch mode. This includes creating and printing checks/pay slips.

Retroactive Processing

Retroactive Payroll Processing:Payroll Mate® gives users the ability to apply changes to a specific pay period (or paycheck) after payroll processing is complete for that period. This is very important in cases when an employee gets a retroactive pay adjustment or other payroll appointment.

Not hosted or online software

Payroll Mate is not hosted or online payroll software. You download the software to your own machine / network where you can setup your employees and run your payroll. No one can take care of your business information and protect it as much as you would. Here's what some of our customers tell us: "We use Payroll Mate® specifically because it is a desktop app and not a cloud solution. We don't like the cloud. We want a stand-alone package where we don't have to rely on the internet."

Support for payroll fringe benefits

Supports payroll fringe benefits. A fringe benefit is a form of pay for the performance of services. For example, you provide an employee with a fringe benefit when you allow the employee to use a business vehicle to commute to and from work. Fringe benefits are defined by IRS Publication 15-B (Employer's Tax Guide to Fringe Benefits). This do it yourself payroll software allows employers and small businesses to custom define various types of fringe benefits such as educational assistance, group-term life insurance coverage, health savings accounts (HSAs) , meals and moving expense reimbursements.

Support for Multi-State Employer and Credit Reduction Information

Supports Schedule A of Form 940 (Multi-State Employer and Credit Reduction Information). This feature is useful for employers who pay wages in a state that is designated by the Department of Labor as "Credit Reduction State". Through Payroll Mate, users can easily prepare, review and print 940 Schedule A. Our software auto-populates the schedule based on the payroll checks entered by the user for the year, taking into consideration which states have a "credit reduction rate" greater than zero. Many computerized payroll systems do not include this feature, although they prepare Form 940 itself, which forces employers to download and manually prepare the schedule at year end. The Department of Labor determines the credit reduction states for each year around end of October / early November.

Support for 943-A

Supports Form 943-A (Agricultural Employer's Record of Federal Tax Liability). In addition to supporting form 943, our payroll system supports Form 943-A, which is generally used by agricultural employers who deposit federal income tax withheld and S.S and Medicare taxes on a semi-weekly schedule, or whose tax liability on any day is $100,000 or more.

check payment amount

Fills spaces on the "check payment amount" line with asterisks (*). This might seem a trivial feature, but it's very important so that no one can add to the check payment amount. Payroll Mate also adds asterisks to the left of the numerical amount of the payment. We always advise our customers even tiny businesses to have very strict check payment controls to reduce the risks of fraud and various errors. Examples of such controls include: limiting access to un-used checks, use of two-signature checks, using a dedicated checking account for payroll, reconciling accounts and locking-up undistributed paychecks.

city payroll tax, school district payroll tax, and county payroll taxes

Calculates user-defined local payroll withholding tax. Examples of local payroll taxes that can be calculated using this in house payroll software are city payroll tax, school district payroll tax,municipal income tax, occupational license fees, metropolitan commuter transportation mobility tax, and county payroll taxes.

Software prints on preprinted red-ink laser W2 forms

Prints on preprinted red-ink laser W2 forms and W3 forms. Employers must file Form W-2 for wages paid to each employee from whom: Income, social security, or Medicare tax was withheld or Income tax would have been withheld if the employee had claimed no more than one withholding allowance or had not claimed exemption from withholding on Form W-4, Employee's Withholding Allowance Certificate.

print w2 on white paper

Eliminates the need for buying Forms W2 Copy A and W3 by printing government-approved laser substitutes for these forms on plain white paper (Requires Payroll Mate Option #1 - Additional Fee). Our payroll processing software is approved by the Social Security Administration to print replacements for expensive W2 Forms Copy A and W3 form on regular white paper.

Network Support

Runs over a network.

easy payroll software

Very easy to use, saves you precious time and money and designed to minimize data entry / monitoring work for employers and payroll departments. Even if you've never handled any company's payroll, large or small, our payroll software is easy to get started with. Users can slip right into the interface and control every functions of the software with ease. The program's payrolls setup Wizard holds your hand every step of the way as it walks you through the setup and payroll data entry stages. Our payroll program is easy to set up, with users guided through most tasks by a Wizard. During payroll setup, different windows provide intuitive selection lists and other features that speed data entry and ensure information accuracy. Easy to follow wizards provide quick access to employee information, including personal data, wages, taxes and payroll deductions. Our payroll program allows any number of incomes, taxes and deductions, including health insurance, benefits plans like 401K, union dues and HSA.

W2 1099 E-File

W2 and 1099 Electronic Filing: Exports W2 and 1099 data to our W2 Mate W2 / 1099 software, which opens a whole world of features such as federal W-2 electronic filing, state W-2 electronic filing, 1099 electronic filing with the IRS FIRE System, pressure seal and 4-up W2 forms, ability to batch email W-2 forms and much more.

Cafeteria Plans

Handles Cafeteria Plans.

wage garnishments

Supports wage garnishments where the employer is required to withhold a certain amount of an employee's income and forward it to a third party. Examples of garnishments include child support (the most common type and usually has highest priority), student loan garnishment (typically ordered by the Department of Education), federal income tax levy (ordered by the IRS by sending form 668-W) and county tax garnishments. Unlike other payroll systems, Payroll Mate supports multiple wage garnishments for the same employee at the same time. Employers can also use the employee notes field inside Payroll Mate to track garnishment orders and receipt dates, which is very useful for larger companies.

prizes/awards

Supports unique types of wages such as prizes/awards, Christmas gifts, back-pay awards, makeup pay for jury duty, and moving expense reimbursements.

reviews

Reviews: received great payroll software reviews from independent sources such as Download.Com, CPA Practice Advisor, and AccountingWEB.

Payroll Help and FAQ

Help file and online FAQ pages. Payroll Mate - payroll processing software- comes with a built-in help utility and links to the product's support website, which includes a broad FAQ section, tips and knowledgebase.

IRS Laser w2 tax forms

Prints on Laser and Inkjet checks.

Payroll tax withholding software

Supports additional tax withholding including state and federal. Our payroll database software also tracks employee additional federal payroll withholding and additional state withholding.

manually enter payroll checks

Allows user to manually enter payroll checks and includes check register report which is very useful for bank reconciliation.

employer contribution to retirement plans

Auto calculates employer contribution to retirement plans.

tracks employee state filing status and number of payroll tax exemptions

Tracks Employee name, address and other payroll information. Tracks employee federal filing status and number of payroll allowances. Tracks employee pay frequency for the purposes of payroll calculations. This in house payroll software also tracks employee state filing status and number of payroll tax exemptions.

print MICR checks

Ability to print MICR checks on blank check stock (Requires Payroll Mate Option #4 - Additional Fee)

payroll deductions for 401K

Handles payroll deductions that are exempt from federal and state taxes like 401K retirement plans.

For Accountants

Accountants and payroll processors can use Payroll Mate to prepare payroll for their clients from the comfort of their office, print payroll checks for their clients using the PDF built in capability then email those PDF checks to clients where they can load the printer with the pre-printed Payroll Mate compatible checks and print them in seconds. No need to pay for shipping or wait a day or more for checks to arrive.

Employers and tax professionals looking for ACA 1095-C and 1094-C processing capabilities can utilize our 1095 Mate software, which can handle both paper and electronic ACA reporting. Please contact us for more details (please remember that 1095-C reporting is mainly needed by employers with 50 or more full time employees). Employee data can be easily exported from Payroll Mate (the payroll system) to 1095 Mate (the 1095-C / 1094-C system).

Next Year

Employers can process payrolls for the next year without closing off the current year. Payroll Mate has a separate installation and data store for each year, which makes working on payrolls for separate years at the same time easy and safe. When you start a new year, Payroll Mate brings over all the settings and payroll setup from the year before, so you can start processing the new year's payroll in minutes.

support for employee tips

Supports Tips (gratuities) received directly by employee or by employer (this feature is utilized mainly by restaurants).

user-defined payroll items

Supports the following user-defined payroll items (the user can manually configure these payroll items inside the payroll software): medical insurance , dental insurance , vision insurance , life insurance , S-Corp owners insurance, qualified retirement plan , nonqualified retirement plans , personal retirement accounts , sick or disability pay , business expense reimbursements , club memberships , reduced interest loans , travel time , charitable contributions , child support payments and pay advances deduction.

Sends payroll reports by email

Sends payroll reports by email for easier communication between accountants and clients.

ATF payroll software

Supports ATF (After the Fact) Payroll. Users of our software for payroll can enter year-to-date totals in easy to follow steps. Some employers for example use Payroll Mate as federal payroll forms software program to generate 941, 940, W2 and W3 after the fact.

Prints checks with sorting

Prints payroll checks with sorting and allows for reprinting selected checks.

ability to print W2 and W3 forms after year end

Our software comes with the ability to Un-approve and Re-print W2s and the ability to print W2 and W3 forms after year end. Although this feature seems straightforward, some payroll program vendors charge customers for generating and printing tax forms after year end. Other payroll vendors force their users to renew to next year's payroll software in order to generate this year's payroll forms.

payroll details on paystubs

Paystub includes payroll details of all incomes and deductions.

FREE Payroll Software download

FREE Payroll Software Trial Download, no questions asked! Visit the website of the leading payroll software vendor and find out if you can ever download a free demo.

Microsoft Windows compatible

Microsoft Windows compatible (for Desktop / Laptop PC) including Windows 10 (different editions), 8.1 (32-bit / 64-bit), Windows 8 (32-bit / 64-bit), Windows 7 32-bit, Windows 7 64-bit, Vista 32-bit, Vista 64-bit and windows XP. Some MAC users run Payroll Mate by utilizing virtualization technologies such as Oracle VirtualBox and Parallels Desktop. Payroll Mate® also runs on Windows tablets (with full Windows OS , not the limited RT version) such as Surface Pro, Lenovo Yoga, Dell Venue Pro, and 2-in-1s (Laptop / Tablet Hybrids).

calculates State Withholding for all 50 states

State Payroll Withholding details: Payroll Mate automatically calculates State Withholding for all 50 states and District of Columbia. Click on the name of your state to learn more.

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida , Georgia , Hawaii , Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan , Mississippi, Missouri, Minnesota, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Latest Payroll Mate® updates: Ability to import time clock (timesheet) data, revised Utah 2018 withholding tables, support for up to 1000 companies, 2018 form 941, 2018 federal withholding tax tables introduced by the Tax Cuts and Jobs Act of 2017 and 2018 state withholding tables. Added support for 4-UP employee W2 forms and ability to print signatures on checks. Support for California DE 9C electronic filing (CA Quarterly Wage and Withholding program E-filing), backup / restore for multiple companies at the same time, ability to print third-party designee info on forms (940, 941, 943 and 944), support for daily pay period, added new hourly pay columns to State Taxes Report, ability to override form 940 calculations at print time, simplified setup for employees exempt from Federal withholding and other taxes, increased number of decimal places (digits) for different payroll items and latest federal / state withholding tax tables.. 2017 Year-end payroll forms W-2, W-3, 1099-MISC, 1096, 940 (including states with credit reduction in 2017), 943 and 944. Added the ability to calculate Vacation and Sick hours earned based on the total hours on the check (in addition to the existing method of calculation per check), other withholding tax table changes, support for New York NYS-45 Electronic Filing through compliance with NY Publication 72 (Electronic Reporting of Form NYS-45 Information) and NY Publication 69 (Electronic Reporting of Quarterly Combined Wage and Withholding Tax Information). Other recent updates include support for Florida RT-6, compliance with Illinois monthly unemployment reporting, new taxes and deductions report, ability to sort employee data on checks and reports, new state taxes report, dedicated Payroll Mate tutorials website and change log feature.

Payroll FAQ and Updates

Below is a list of some common questions asked by our customers about the Payroll Mate Software:

Once I place my order, how long does it take to get my payroll software?

You can download the software immediately after we approve your credit card if you provide the right email address and you don't have anything on your side that prevents you from receiving our emails such as a SPAM filter. You can also have a CD shipped FedEx two day express, or shipped FedEx ground. If you choose to have the payroll program emailed to you, you will receive an email within minutes of your purchase. The email will be entitled Payroll Mate Download Instructions. The email will include a link, username, and password. Please make sure all of the above are entered in correctly.

Does Payroll Mate calculate state tax withholding?

Yes, this software calculates state withholding tax for all fifty US states and District of Columbia.

Can I export payroll data from your payroll software to my accounting software?

Yes, Payroll Mate can export payroll data to QuickBooks, Quicken and other accounting software like Microsoft Office accounting through General Ledger Export. QuickBooks users are no longer confined to using Intuit payroll products just because they are QuickBooks users. Businesses can prepare payroll using our payroll software and export payroll data into QuickBooks with ease and comfort. As we all know accountants use a wide range of general ledger software solutions therefore Payroll Mate generates a general ledger journal entry for Payroll activity that can easily be imported into other solutions or manually booked.

Does the data entered in the Trial version carry over to the full version of Payroll Mate?

Yes, all the payroll information in the Trial will automatically transfer over to the full version. You will also be able to run full payrolls and print checks using the trial version.

What are the system requirements for Payroll Mate?

Microsoft Windows Vista (32 or 64 bit), Windows 7 (32 or 64 bit), Windows 8 /8.1 (32 or 64 bit) or Windows 10 (latest operating system from Microsoft). 1 gigahertz (GHz) or faster processor. Minimum 1 GB of RAM. Minimum 180 MB Hard Drive space to install. Microsoft .Net framework. For tablet users, Payroll Mate works on Microsoft Surface Pro and other devices that run fully functional Windows such as Dell Latitude and Toshiba Portege .

Do I have to pay monthly fees if I buy this payroll software?

Payroll Mate is sold separate for each calendar year January through December for onetime fee of $119.00 regardless of what time of the year you buy the software its good for that calendar year. Updates throughout the calendar year are FREE and users will not be required to pay any additional monthly fees for using the software for the related year. Optional features such as "Direct Deposit" and "MICR Check Printing" cost extra (please refer to our Buy page for the latest software pricing).

Do we need an internet connection to use this software?

No, Payroll Mate does not need an internet connection to operate (gets installed and runs locally). You only need internet access to download updates. We have many customers who do not have internet on the computer where they run payroll and they only go online to download updates and then disconnect.

How do I know that your payroll software will meet my payroll processing needs?

Please download a FREE evaluation copy of the software, enter your employees and company information, print payroll checks, generate reports and forms and once you are sure the software will work for you, you can go ahead and order the full version.

Is Payroll Mate Windows 10 compatible?

Yes, our payroll tax software is fully Windows 10 compatible.

Does this program track vacation and sick pay? This is mandatory for our state.

Yes Payroll Mate supports PTO / vacation / sick pay accrual. You can enter a fixed amount per pay period or calculate based on the number of hours on the check.

Can we pay employees with direct deposit?

Payroll Mate Option #2 (Direct Deposit) adds the ability to Payroll Mate software to generate NACHA-formatted direct Deposit files. Please check with your bank to make sure they accept a NACHA file. You can also have a third party process this NACHA file such as NatPay in the event that your bank does not support direct deposits. Payroll Mate customers get special pricing when signing up with NatPay.

Can we import employee information from Intuit QuickBooks?

You can export the Employee Contact List (Reports > Employee & Payroll > Employee Contact List) report from QuickBooks to Excel and then save as Comma separated Value (CSV) to import inside Payroll Mate. You can also prepare a spreadsheet that has the employee name, tax ID, address, filing status and other details and then import into Payroll Mate. Please contact our support team and we can provide a sample spreadsheet with possible fields that can be imported. Please note that you can import from any accounting / payroll / timeclock system if you can get the employee information into a spreadsheet.

Does your program require we use your check stock?

We guarantee our check stock is compatible and will align properly. We cannot guarantee proper alignment with another vendor's checks. You can test alignment with your current check stock by printing a blank check from the trial version of Payroll Mate and holding up to your current checks for comparison.

Does your software allow both an hourly rate and a fixed (salary) amount on one check?

Yes you can add multiple types of incomes on the same check including hourly and salary.

Do I install this payroll software on my machine or I use it from your website?

Payroll Mate is an in-house payroll program that you purchase to download on your system. You own the software and you own the data.

Can I email payroll checks created using this payroll software?

Yes. Accountants for example can use Payroll Mate to prepare payroll for their clients from the comfort of their office, print payroll checks for their clients using the PDF built in capability then email those PDF checks to clients where they can loads the printer with the preprinted Payroll Mate compatible checks and print them in seconds. No need to pay for shipping or wait a day or more for checks to arrive.

Does Payroll Mate integrate with any free accounting software?

We do not endorse / recommend any specific paid or free accounting software, but the GL export feature inside Payroll Mate® makes it open for working with most accounting applications that can import general ledger entries from file.

Does this payroll software have the ability to enter previous payrolls?

Payroll Mate® allows the user to go back to the first of the year in order to recreate payroll. This will allow one to get up to date for tax filing and report generations. Therefore, if someone was to purchase this small business payroll solution in the middle of the user will be able to enter in all the checks created or written for employees. This will ensure accuracy of W2 forms, W3 forms, 940 forms, 941 forms and all other reports created.

Does your payroll software run on Linux?

Payroll Mate® is Microsoft Windows compatible. However, we have very few customers who run our program on Linux by utilizing tools such as CrossOver. Unfortunately we do not provide technical support for installing Payroll Mate on non-widows machines.

Can I use Payroll Mate if I have 1000 employees?

Payroll Mate gives the user the ability to create up to ten companies with 75 employees for each, however if you have more employers or employees you can purchase Payroll Mate option # 3 and be able to create up to 100 companies with one thousand employees for each, if you need more please call our sales reps to get a quote.

I use legacy payroll system, can I switch to Payroll Mate?

We have a number of customers who were using legacy accounting & payroll software and switched to Payroll Mate. Some of the legacy accounting software that we are aware of include: Zland Accounting and Zland Payroll software, Versapro accounting software, Cosmi - Swift Professional Accounting, Accubooks, Champion Payroll & Accounting Software , Professional Accounting and Payroll software , Made-EZ Accounting and Made-EZ Payroll software, Socrates payroll software, Sage DacEasy Accounting and payroll, and Contractors Library with Accounting & Payroll.

I heard about your company from Twitter. What is the best place (other than your own website) to know about your payroll product?

You can learn more about our program from independent sources such as the popular software reviews websites Capterra.com, Softwareadvice.com, Download.com and if you are an accountant you can refer to the CPA Practice Advisor. Of course you are welcome to call our sales line at 800-507-1992 or support line at 708-590-6376 and speak to one of our associates who will be more than glad to answer your questions. We also advise you to download our payroll software demo from here.

Can I use your payroll software for our non-profit organization?

Yes, Payroll Mate is ideal for non-profit organizations to prepare payroll, they can also use our W2 Mate W2 1099 software to prepare, print and EFile 1099 forms.

Can I use your payroll software to prepare my clergy payroll checks?

Yes, our payroll software offers all the features needed to do payroll for a ministry in a fraction of the time needed to do the same task by hand and in a fraction of the cost needed to use a church payroll service.

What kinds of companies or small businesses can use Payroll Mate?

Our payroll accounting software can work for virtually any type of business, some examples include: CPA Firms, banks, schools, photography studios, trucking companies, churches, graphic design companies, real estate, construction, manufacturers, mortgage brokers, engineers, physicians, attorneys, restaurants, services, retail stores, internet businesses, dentists, chiropractors, insurance agents, contractors, sports related companies, wholesale, non-Profit, manufacturers, sales Groups, insurance agencies, grocers, pet stores, accountants, colleges, hotels, bakeries, contractors, bars, auditing & bookkeeping services, laboratories, shops and associations..

I'm the comptroller for a University; will your payroll software work for me?

Yes, Payroll Mate can be used to prepare payroll and cut payroll checks for universities and colleges.

Do you have a list of recommendations for those of us who use payroll software in house to prepare payroll?


1. Try to make payroll frequency as least as possible to eliminate errors.

2. Be consistent and try to follow the same steps every time you prepare payroll to eliminate errors. For example if you start by preparing payroll for salaried employees, always start by preparing payroll for salaried employees.

3. If you have to use payroll program to prepare payroll for a big number of employees, divide them into batches print them and review them before you proceed to the second batch.

4. Have a check list for preparing payroll and mark off the steps you completed as you progress.

5. Prepare payroll ahead of time and don't wait until the last minute.

6. Always update employees' data as you get it and don't wait till you prepare payroll.

7. Always review employees' hours before you enter them into your payroll system. Look for overtime or out of the ordinary hours.

8. Avoid making exceptions for employees as they might ask for favors such as receiving payroll checks one or two days ahead of time or an advance on the next payroll check.

9. Back up your data every time you prepare payroll to an external drive (flash or something similar).

10. Keep hard copies for check stubs for all checks prepared.

11. Maintain a separate file for each tax year and keep hard copies of all forms and reports filed and notices received.

12. Setup a password on your payroll software and share it with only one trusted person.

13. Limit the number of people who access the computer where you store your payroll and business data.

14. Use Direct Deposit.

Payroll Software Screen Shots

Payroll Software Main Window From this window the user can access the main functionality of our In House Payroll Software. This includes the following screens (windows):
Company, Reports, Forms, Employees and Checks.
The user can also access other functionality such creating news checks, printing checks, backup and restore, generating direct deposit files, exporting data to Quicken / QuickBooks accounting program, printing MICR checks and changing the software presences.

Payroll Software Main Window (Click here to see screenshot)

Payroll Tax Forms Use our payroll forms software to generate, preview, print and export payroll forms 941, 944, 940, W2 and W-3. IRS Tax Form 941 must be filed by employers on a quarterly basis with the IRS and identifies the amount of all wages on which payroll taxes were withheld and the amount of taxes withheld. Form 940 is used to report FUTA tax annually. Form W-2 lists the various types of income paid by the employer to the employee and the amounts of taxes withheld during the past calendar year.

Payroll Tax Forms (Click here to see screenshot)

Payroll Reports Payroll Mate software for payroll generates a variety of payroll reports such as Journal Summary, Journal Detail, Tax Liability and Deposit Requirement. All reports can be printed, exported and emailed.

Payroll Reports (Click here to see screenshot)

New Payroll Check When processing payroll, users of automated payroll system can enter and edit employee hours and other payroll data using the new payroll check dialog. The dialog includes sections of incomes, taxes and deductions along with year to date information for payroll totals. The user can also specify the new check number, pay date and beginning and end data for this payroll run.

Payroll Checks (Click here to see screenshot)

Company Setup From this window users of our payroll calculations software can enter company information such as name, address, company type, employer identification number, state ID, state unemployment account number and state unemployment tax rate. Users can also review built-in payroll item types and custom define new income, tax and deduction categories.

Payroll Company Setup (Click here to see screenshot)

Payroll Form 941 Form 941 support inside our payroll software is one of the best in the industry. All form 941 fields are automatically populated by our software and displayed in a professional window that follows the logical order in the form itself. The software also offers a dedicated screen for editing adjustments. The form can be printed, exported, emailed or saved as Adobe PDF.

Payroll Tax Form 941 (Click here to see screenshot)

Direct Deposit Regardless of your business size, Direct Deposit offers great benefits, from cost savings to helping the environment...
Direct Deposit saves you time and money: According to a calculation of the costs of paper checks vs. Direct Deposit payments, a company with 10 employees can save nearly $900 per year by switching to Direct Deposit.
[Using Direct Deposit requires Payroll Mate Option # 2]

Payroll Direct Deposit (Click here to see screenshot)

Export to QuickBooks Accounting Software Payroll Mate allows for exporting payroll checks into QuickBooks IIF file which you can later import inside QuickBooks. The process of exporting payroll checks from Payroll Mate into QuickBooks is divided into two phases:
Phase One: Generating the IIF file inside Payroll Mate.
Phase Two: Importing the generated IIF file inside QuickBooks.

Payroll Export to QuickBooks Software (Click here to see screenshot), Other Screen Shots and Resources