FarmBooks User Guide

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  10. Quick Start Steps
  12. Step 2: Create Payroll Defaults

Step 2: Create Payroll Defaults

Step 2: Create Payroll Defaults

If you are new to FarmBooks or have not had any employees for several years, the first time you access the payroll default list you will be prompted to “create payroll defaults”.

  1. Click on Setup: Payroll Defaults
    FarmBooks dropdown menu showing Setup Payroll Defaults option selected
  2. The Create Payroll Defaults window will open.
    FarmBooks screen asking user how they want to create payroll defaults
  3. Select “Use System Payroll Defaults for Calendar Year” and then click Next.
    FarmBooks create payroll defaults screen with use system payroll defaults for calendar year selected
  4. Select with deductions you wish to be pretax and then click Finish.
    FarmBooks screen asking user which of the payroll deductions are pretaxThe Payroll Defaults screen will then load.
    FarmBooks payroll defaults screen showing default codes for employee setupNote: You may also need to download the latest tax tables for the current tax year. This will allow you enter employees for the created calendar year otherwise that year will be inaccessible for employee setup.
  5. Add any of those ATIG/D customized earnings or deductions from Step # 1 to the master template list by simply pressing the Retrieve ATIGD Items button.
    FarmBooks payroll defaults screen with Retrieve ATIGD items button highlighted
    An Information box will inform you on what was added.
    FarmBooks information box showing ATIGD payroll items records added
  6. Press the Local / Custom Rules button to add any rules for any local or custom percentages and then add any check marks to the row column to activate them.
    FarmBooks payroll defaults screen with local custom rules button highlighted