Benefits can be set up in a Payroll Department with the following steps.


  1. Go to Payroll > Payroll Departments
  2. Select the Payroll Department where you would like to setup the Benefit
  3. Go to the Benefits tab
  4. Click "+" to create a new Benefit
  5. Give the Benefit a name 
  6. Check the Tax, EI, CPP and WCB boxes if you would like
    • A Benefit with Tax checked will increase taxable income (as it should be checked in most cases).
    • A Benefit with Tax not checked does not change taxable income.
  7. Set the Amount Type dropdown to be $ or %
  8. The Amount or Percentage can either be set here or in the Benefits tab of the Employee



Deductions can be set up in a Payroll Department with the following steps.


  1. Go to Payroll > Payroll Departments
  2. Select the Payroll Department where you would like to setup the Deduction
  3. Go to the Deductions tab
  4. Click "+" to create a new Deduction
  5. Give the Deduction a name and select the GL Account
  6. Check the Tax, EI, CPP and WCB boxes if you would like
    • A Deduction with Tax checked will maintain the same taxable income (as it should be checked in most cases).
    • A Deduction with Tax not checked will reduce the taxable income amount by the amount of the deduction.
  7. Set the Amount Type dropdown to be $ or %
  8. The Amount or Percentage can either be set here or in the Deductions tab of the Employee