General Tab
Written by Brandy Burch
Updated at January 17th, 2025
The General Tab will have your company’s name, address, and Tax ID information. This information will auto-populate from the GL module, but it can be overridden. It will print on the reports.
There are 2 things to note on this page.
- The Password field. A password can be added to this module; however, it is NOT possible to retrieve this password. We urge you to use System Security to keep employees out of this module.
- Default #Pay Periods/Year. This default can be overridden at the employee level. This field is very important in calculating taxes during the Payroll Cycle.
| General | |
|---|---|
| Name | The company's name. This name is centered on the top line of each screen and report. |
| Trade Name, Contact, Title, Phone, Fax # and Email | The Company’s payroll contact, title and phone number. |
| Address | The address field consists of two lines for street address, city, state and zip. Prints on some reports. |
| Fed Tax ID | Company Federal identification number, used on various governmental reports. Enter the number with dashes (xx-xxxxxxx). This field must be entered to properly prepare 941 & TWC reports. |
| Password |
This password restricts access to the Payroll System. Enter up to a 30-character password (upper and lower case are treated the same). When pressing Save, you will be prompted to retype the password for verification. WARNING: It is NOT possible to retrieve your password if you forget it. The system never displays your password. To remove a company's password, simply delete the password. |
| Default #Pay Periods/year |
Enter the normal number of pay periods in a year. If you have multiple pay period types, enter the one that applies to most employees. This sets the default - it can be changed on the employee master for employees with a different number of pay periods. |
| Default State Code |
2 character state code where most employees are located. This sets the default - it can be changed on the employee master for employees in other states. |