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Setting Up Payroll

To set up payroll:
  1. Click Company Setup in the Company section of the task bar on the right.
  2. In the Company Information dialog box, click the Additional tab.  
  3. On the Additional tab, click Payroll.
    (If the Payroll button isn't available, Brass Jacks Bookkeeper is unaware of the needed tax tables. If you did install or import tax tables, quit Brass Jacks Bookkeeper and start it again to see if it now recognizes the tax tables.)
  4. In the Company Payroll Setup dialog box, on the Tax ID & States tab, specify which type of federal identifier your company uses: Use Employer Identification Number or Use Social Security Number.
  5. After selecting the correct identifier, type the number in the box to the right.
  6. Then, to specify a state for state taxes, click the Add State button. Select the state in the list and add any necessary IDs  
    Brass Jacks Bookkeeper automatically includes the state you specified for the company address. Include all states in where you need to calculate taxes.
  7. Click the Wages tab.
  8. To used predefined wage types, click Predefined.
  9. To add wage types, click Add. In the Wage Detail area, specify the Wage Name, a Rate Type, and the GL Account for this wage type. You can also specify a Default Rate. Indicate the Wage Options by selecting check boxes. (For example, with tip wages, you may select Exclude In Net and Wage Is Based On Tips.) Indicate the W-2, 1099, and workers' compensation options as needed. Indicate whether the wage type should be exempt from certain taxes by selecting the Exemption check boxes.
  10. Click the Taxes tab.
  11. Review the taxes listed by Brass Jacks Bookkeeper based on the information from the Tax ID & States tab.
  12. If a tax is not applicable, clear the check box for that tax.
  13. To include local taxes, click the Local Taxes button. In the list, select the check box for each local tax to include, and click Select. (The taxes depend on the states indicated in the Tax ID & States tab.)
  14. To specify tax options, select a tax in the Tax Types list. Adjust the options, for each tax type, that appear below the Tax Types list.
  15. Click the Deductions tab.
  16. In the predefined list, select check boxes for the deductions to use and click Select, or click Add to define your company deductions.
  17. To specify deduction options, select a deduction in the Deduction Type list. Adjust the options, for each deduction, that appear below the list. For example, you can specify whether the deduction is for employees or for the company, the account, how the deduction is determined, and any limits.
  18. Click the Time Off tab.
  19. Indicate any predefined paid or unpaid time off options for employees by selecting check boxes and clicking Select. (You can add company-specific time off types.)
  20. In the Rate of Accrual column, specify how the time off gets paid or whether it's unpaid time off.
  21. If the time off is valid for earnings (such as vacation), select the wage for this time off type.
  22. Click the Payrun Cycles tab.
  23. Define at least one payroll cycle and its frequency. Click Add to define additional payroll cycles. (When you add employees and contractors, you indicate which of these payroll cycles to use for payroll.)
  24. Click OK.
  25. When you are finished updating information in the Company Information dialog box, click OK.