How to Create a Year To
Date for Salary Employee’s
in Payroll Mate ®
Start by Opening your
Payroll Mate
Program
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The best way to enter YTD for salaried
employees is to create a new income category and
name it your choice (YTD or Salary YTD) and set
the type to variable. When you create the first
check you will be able to manually enter the YTD
amount and override all the taxes, deductions,
etc..to match the employee's YTD figures. Follow
the steps in this tutorial.
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Go to → File → Open Company
1
Select a company
to open
2
Click → OK
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Click→ Income Categories
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Go to → Company
4
Click → Add
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Create a Title
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8
Select → Type of calculation
Check the
Taxes and
Deductions
you want
applied
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Click → OK
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Click → Edit
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Select an Employee
Go to → Employees
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Modify Employee Wizard
will appear
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Click → Next, until
Incomes appears
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Check → YTD income created
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Click → Next till Finished appears
8
Click → Finish
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*Repeat Steps as needed*
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Click → Pay
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Select → Dates
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Enter → Quarterly Rate
Enter → Quarterly Taxes
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Click→ OK
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Congratulations! You now know how to create a year to date for salary paid employee’s.
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www.PayrollMate.com (800)-507-1992
1-800-507-1992
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