Process a Paycheck

Before you can perform this task

To process a paycheck:

  1. Open the Paychecks window. How?
      1. In the Home window, click Employees & Payroll on the navigation pane.
      2. In the Tasks pane, right-click the Paychecks icon and select Create Paycheck from the menu.
  2. If you are a payroll plan subscriber, ensure that the Calculate Taxes Automatically toolbar button is selected, so that the program calculates tax deductions automatically.
  3. In the Paid From box, select the bank account from which the paycheck will be paid out.
  4. In the Employee box, select an employee from the list and press the Tab key. If you have not yet added a record for the employee, you can add one "on the fly".
  5. In the Check Number, Check Date, and Period End Date boxes, make changes if necessary.
  6. If necessary, on the following tabs, you can add or modify the information reported in the paychecks:

Income

Modify the employee's income information, or add any additional income like pay advances and overtime.

Note: If you change the amount of hours worked, you should also change the number of work hours recorded on the Entitlements tab since the entitlements calculated in Sage Simply Accounting are based on these revised hours.

Deductions

Modify the deduction amounts.

Taxes 

If you are a payroll plan subscriber, the taxes are calculated automatically.

If you are entering your taxes manually, type in the employee's tax information.

User-Defined Expenses 

Modify the expense amounts.

Note: The User-Defined Expenses tab appears only if you have linked both a payable and an expense account to all your user-defined expenses.

Entitlements

In the Days Earned column, the number that is automatically displayed reflects the amount of entitlement earned for this pay period based on the number of hours worked.

In the Days Taken column, you can enter the amount of entitlement in days this employee took in during the pay period.

In the Net Days Accrued column, the number that is automatically displayed reflects the remaining amount of entitlement in days for this employee.

  1. (Optional) To add a note or memo in this paycheck, on the Paycheck menu choose Enter Additional Information, and enter your note or memo.
  2. (Optional) Allocate the paycheck amount to:
  3. Project. Allocate revenues and expenses to a project.
  4. Department(s). Allocate individual payroll accounts to one or more departments if you are using employee departments for payroll. (Premium)
  1. (Optional) If you use a custom Simply Form for payroll checks and want to preview the check before printing it, click .
  2. To print the check, click .
  3. (Optional) To email a direct deposit stub to an employee who is set up for direct deposits, click .
  4. Click Process.

What do you want to do?

Create an employee record

Add or modify an employee's personal tax information

Add or modify user-defined expenses on an employee's paycheck

Assign a department to an employee (Premium)

Assign or change an employee's payroll expense group (Premium)

Modify an employee's entitlement

Modify the settings used to calculate an employee's deductions

Modify the settings used to calculate an employee's income

Modify the tax table used for employee payroll taxes

Set up your Sage Simply Accounting program to do direct deposits