Customer.......Can I copy users from a previous Payroll to this years version? Which files need to be copied?
Reply.........See
"Import Last Years Employee's/user Info"Or setup New:
Payroll is a totally independent program from this years Payroll. You will have to create the users. I have made it easier to enter the state tables by adding a Default button. All you would have to do is enter only the first users state tax and click "Make Default". When adding additional users, just click on the "Get Default" button.
OR
When first starting Payroll:
On the menu bar of the main form, you can enter the State tax rate by clicking on File, Open (When asked “…..SAVE PREVIOUS USER?” click NO) and find your State file name. Then go to the main form menu again and click File, Save and enter the employee/user name as you would like it to appear if printing a payroll check..
On the Menu, click Options, User Info. Complete the necessary information and then click the SAVE button. Five of the deduction boxes are editable. See Deductions
On the Menu, click Options, State Tax. Complete the necessary information and then click the SAVE button. The states shown are non typical tax formulas. That is why they were incorporated into the program. See the your state’s sample at
https://payroll.breaktru.com. Just copy the information shown.
On the Menu, click Options, City Tax. Complete the necessary information and then click the SAVE button. If you do not have local or city taxes, check the NO CITY TAX box.
On the Menu, click Forms, Year to Date. Before entering any info, Click the Close button and then click the YES button to Save the YTD form.
On the Menu, click Forms. Do the same with Vacation and O.T.%.
On the Menu, click Options, Header. You may want to enter your company info here. This will print out on the report.
Most important- On the Menu, click File, Save. Change the State name to the employee’s name as you would want it printed out on a pay check.