Changes for page Steps for Starting a "New Company"
Last modified by Peytience S on 2023/10/30 17:58
From version 2.1
edited by Peytience S
on 2023/05/02 21:15
on 2023/05/02 21:15
Change comment:
There is no comment for this version
To version 1.1
edited by christie w
on 2023/02/01 19:08
on 2023/02/01 19:08
Change comment:
There is no comment for this version
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... ... @@ -1,1 +1,1 @@ 1 -XWiki. peytiences1 +XWiki.christiew - Content
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... ... @@ -1,12 +1,16 @@ 1 1 If you're posting your payroll to **Quickbooks**, you will need to export your **Chart of Accounts** from Quickbooks program first and saved on the desktop so they can be imported into the payroll program and the proper links for payroll set up. 2 2 3 -* With the program already installed on the computer, open your **Hard Drive**, go into your **Applications **folder and into your **Aatrix Top Pay/Ultimate/Paycheck **program folder and double click on the program icon to open.4 -* At the**CompanySelection**window,clickon the**"NewCompany"**button on the rightside.3 +* 4 +** With the program already installed on the computer, open your **Hard Drive**, go into your **Applications **folder and into your **Aatrix Top Pay/Ultimate/Paycheck **program folder and double click on the program icon to open. 5 5 6 +* 7 +** At the **Company Selection** window, click on the **"New Company" **button on the right side. 8 + 6 6 [[image:https://www.aatrix.com/files/5114/2351/6833/Starting_a_New_Company_01.png||alt="Learn how to get started with the program by setting up a" height="307" width="479"]] 7 7 8 8 9 -* Click** "Next"** in the window that opens to go to the **Company Information** setup. Items marked in red are required. Once you have the information entered click **"Next".** 12 +* 13 +** Click** "Next"** in the window that opens to go to the **Company Information** setup. Items marked in red are required. Once you have the information entered click **"Next".** 10 10 11 11 **~ ** 12 12 ... ... @@ -14,10 +14,15 @@ 14 14 15 15 **~ ** 16 16 17 -* The basic income items,** Regular Pay**, **Overtime Pay**, **Double Overtime Pay**, **Commission and Bonus** will already be created for you. 18 -* In the **Income Items **setup, choose the additional income items you use to pay employees with, for example **Vacation Pay** and **Holiday Pay**, and they will be created for you. 19 -* When you have finished click** "Next".** 21 +* 22 +** The basic income items,** Regular Pay**, **Overtime Pay**, **Double Overtime Pay**, **Commission and Bonus** will already be created for you. 20 20 24 +* 25 +** In the **Income Items **setup, choose the additional income items you use to pay employees with, for example **Vacation Pay** and **Holiday Pay**, and they will be created for you. 26 + 27 +* 28 +** When you have finished click** "Next".** 29 + 21 21 **~ ** 22 22 23 23 [[image:https://www.aatrix.com/files/4214/2351/6835/Starting_a_New_Company_03.png||alt="Learn how to get started with the program by setting up a" height="543" width="692"]] ... ... @@ -24,43 +24,57 @@ 24 24 25 25 **~ ** 26 26 27 -* In the **Deduction Items **setup, the** Federal Withholding**, **Social Security**, **Medicare **and your **State Withholding** have already been created and selected for you. 28 -** If your state does not have a Withholding tax you can uncheck it. 36 +* 37 +** In the **Deduction Items **setup, the** Federal Withholding**, **Social Security**, **Medicare **and your **State Withholding** have already been created and selected for you. 38 +\\If your state does not have a Withholding tax you can uncheck it. 29 29 30 -* If you offer a **Pension **such as a 401K, or **Health Insurance **you can choose them here and then select whether it is a **Flat Amount **or **Percentage ** and in the box to the left enter the amount/rate to be deducted each payday. 31 -** Click** "Next" **to continue with the setup. 40 +* 41 +** If you offer a **Pension **such as a 401K, or **Health Insurance **you can choose them here and then select whether it is a **Flat Amount **or **Percentage ** and in the box to the left enter the amount/rate to be deducted each payday. 42 +\\Click** "Next" **to continue with the setup. 32 32 44 + 33 33 [[image:https://www.aatrix.com/files/4114/2351/6836/Starting_a_New_Company_04.png||alt="Learn how to get started with the program by setting up a" height="534" width="696"]] 34 34 35 35 **~ ** 36 36 37 -* In the **Employer Paid **setup are the items that are paid by the company. 38 -** Notice that the **FUTA (Federal Unemployment)**,** Social Security**,** Medicare **and your **State SUI (State Unemployment Insurance)** are already created and selected for you. 49 +* 50 +** In the **Employer Paid **setup are the items that are paid by the company. 51 +\\Notice that the **FUTA (Federal Unemployment)**,** Social Security**,** Medicare **and your **State SUI (State Unemployment Insurance)** are already created and selected for you. 39 39 40 -* Enter your **State Unemployment Rate **in the box if you know it. 41 -** If you offer the other items listed and the company pays for a portion you can select them and enter the amount/rate. 53 +* 54 +** Enter your **State Unemployment Rate **in the box if you know it. 55 +\\If you offer the other items listed and the company pays for a portion you can select them and enter the amount/rate. 42 42 \\Click "**Next"** to continue with the setup. 43 43 58 + 44 44 [[image:https://www.aatrix.com/files/7314/2351/6839/Starting_a_New_Company_05.png||alt="Learn how to get started with the program by setting up a" height="593" width="692"]] 45 45 46 46 **~ ** 47 47 48 -* The next step of the setup process is to enter your employees. 49 -** In the **Employees **setup, click the **"New"** button and enter the information for an employee. 63 +* 64 +** The next step of the setup process is to enter your employees. 65 +\\In the **Employees **setup, click the **"New"** button and enter the information for an employee. 50 50 \\Once you have the information entered click the** "Save"** button to have the employee added to the list on the left. 51 51 52 -* Click the "**New"** button and enter the remaining employees in the same fashion. 53 -** When all employees have been entered click the "**Next" **button. 68 +* 69 +** Click the "**New"** button and enter the remaining employees in the same fashion. 70 +\\When all employees have been entered click the "**Next" **button. 54 54 72 + 55 55 [[image:https://www.aatrix.com/files/9514/2351/6841/Starting_a_New_Company_06.png||alt="Learn how to get started with the program by setting up a"]] 56 56 57 57 **~ ** 58 58 59 -* If you're posting your payroll to **Quickbooks**, you should already have your **Chart of Accounts **exported and saved on the desktop. 60 -* In the **Link **setup click the **"Import" **button**. ** 61 -** In the window that opens navigate to your **Chart of Accounts **list you exported from Quickbooks and select it then click **"Open" **to bring the account list into the program. 62 -* From the dropdown menu above,** select the checking account** to be used for payroll checks. 77 +* 78 +** If you're posting your payroll to **Quickbooks**, you should already have your **Chart of Accounts **exported and saved on the desktop. 63 63 80 +* 81 +** In the **Link **setup click the **"Import" **button**. ** 82 +\\In the window that opens navigate to your **Chart of Accounts **list you exported from Quickbooks and select it then click **"Open" **to bring the account list into the program. 83 + 84 +* 85 +** From the dropdown menu above,** select the checking account** to be used for payroll checks. 86 + 64 64 **~ ** 65 65 66 66 [[image:https://www.aatrix.com/files/3914/2351/6844/Starting_a_New_Company_07.png||alt="Learn how to get started with the program by setting up a" height="537" width="688"]] ... ... @@ -67,4 +67,5 @@ 67 67 68 68 **~ ** 69 69 70 -* Click **"Finish"** to have the company created and listed for you at the** Company Selections** screen. 93 +* 94 +** Click **"Finish"** to have the company created and listed for you at the** Company Selections** screen.