9. Setup Payroll

1. Verify the Payroll tax setup defaults

• Go to Setup > Settings > Payroll > Taxes
• Verify:
  • EI Factor
  • WCB Rate
  • EHT Factor
  • QHSF Factor

2. Change the Income names

• Go to Setup > Settings > Payroll > Incomes
• Verify:
  • The income names are accurate
  • The income types are accurate (Hourly rate, Salary, Benefit)
  • Check and uncheck the necessary boxes (Calc. Tax, Cal EI, Cal Insurable Hours, Calculate CPP/ QPP)

3. Change the Deduction names

• Go to Setup > Settings > Payroll > Deductions
• Verify:
  • The deduction names are accurate
  • The Deduct By (Amount, Percent of Gross)
  • Check and uncheck the necessary boxes (Deduct After Tax, Deduct After EI, Deduct after CPP, Deduct after Vacation)

4. Remittance setup

• Associate EI, CPP and Tax to a vendor
• See the article: How to set up the payroll remittance?

Prefer Training? 

• Take our FREE Get started with Payroll anytime course on Sage University.
• Or become a pro with our Payroll Module anytime learning package.