To add a new employer expense
Payroll Easy Setup Assistant > Review your payroll categories - Expenses > To add a new employer expense

You can repeat this task as many times as needed.

  1. Click the New button. The Employer Expense Information window will appear.
  2. Enter a name for the expense.
  3. Review the linked accounts that appear, to be sure they're the accounts you want to use for this employer expense.
  1. Indicate whether you want the expense to appear on employees' paycheques.
  1. Indicate how the employer expense will be calculated.
  • Choose the Equals __ Percent Of selection if this employer expense costs your business a percentage of a specific wage or deduction. If you choose this selection, enter a percentage and select the wage or deduction the percentage will be based on.

  • An example of this selection is an employer expense for a life insurance program. If your company pays 50% of your employees' life insurance deductions, enter 50 in this field and select the life insurance deduction from the list.

  • Choose the Equals __ Pounds Per selection if this employer expense costs your business a specific sum over a specific period of time. If you choose this selection, enter a sum and select a time period -- Pay Period, Month or Year - from the list.

  1. Specify a limit for this expense. If the calculated expense amount is greater than the limit you specify, the expense won't be calculated on the amount that exceeds the limit.
  • Choose the No Limit selection if there's no limit on the amount of money that you can owe from this employer expense.

  • Choose Equals __ Percent Of selection if the maximum amount of money that this employer expense can cost your business is a percentage of a specific wage or deduction. If you choose this selection, enter a percentage and select the wage or deduction the percentage will be based upon.

  • Choose the Equals __ Pounds Per selection if the maximum amount of money that this employer expense can cost your business is a specific sum. If you choose this selection, enter a sum and select a time period -- Pay Period, Month or Year -- from the list.

  1. If this expense isn't paid on some wages, identify those wages.
  • Click the Exempt button to open the Employer Expense Exemptions window.

  • Click the wage categories that this expense does not apply to. An X will appear next to the wage categories you've selected. (To unmark a wage category you've marked accidentally, simply click it again.)

  • When you're satisfied with your selections, click OK. The Employer Expense Information window will reappear.

  1. Review your entries. When you're satisfied with them, click OK.