Payroll Settings
To manage your payroll settings, open the Settings app and select Business Setup > Payroll.
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To view or update your payroll account details, open the Settings app and select Business Setup > Payroll > Account settings. If you have multiple payroll accounts, select Manage account > Account settings.
When updating your payroll account settings, you can:
Manage your pay groups and bank accounts
Set up benefit calculations
Create time off policies
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To view a list of all the workers on your payroll, open the Settings app and select Business Setup > Payroll > View staff members. If you have multiple payroll accounts, select Manage account > View staff members.
When viewing the list of all your workers, you can:
See which staff members have been invited to sign up for payroll, which staff members are active or inactive, etc.
See whether each staff member is an employee or contractor, or if that selection is still missing.
Select the "..." menu for each staff member to view the staff member's profile and see their payment history.
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To manage advanced payroll settings, open the Settings app and select Business Setup > Payroll > Advanced configuration. If you have multiple payroll accounts, select Manage account > Advanced configuration.
When managing advanced payroll settings, you can:
Update check printing preferences when paying workers via paper check.
Set up the QuickBooks Payroll Sync.
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To upload or download payroll-related documents, open the Settings app and select Business Setup > Payroll > Manage documents. If you have multiple payroll accounts, select Manage account > Manage documents.
When managing payroll-related documents, you can:
View or download company documents such as W-3s and quarterly 941s.
Download worker tax documents such as W-2s and 1099s. Workers can also view their tax documents via their profile menu.
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