How To Start Your Own Payroll Business

How To Start Your Own Payroll Business – No robots here. Our knowledgeable (and friendly!) support team is ready to answer your accounting questions at 9:00am. – 7:00 PM EST, Monday through Friday. Call, text or email, you can be sure someone will be there for you.

Do you have room on your phone for another app? certainly not We have designed our software so that you can access your account from anywhere on your phone, all without downloading and configuring an app.

How To Start Your Own Payroll Business

How To Start Your Own Payroll Business

Do you work with vendors? You are a business owner, of course! That’s why you need an easy way to pay vendors and track payments. Simply select a vendor, enter payment information, confirm and print receipts. Add as many sellers as you want… no limit (we don’t do it for you!)

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If you paid contractors during the year, don’t forget to keep your 1099 and 1096 forms. You can generate and track as many 1099s and 1096s as you want (we don’t charge extra), all in your account.

Are you ready to go digital? If you choose 1099 e-Filing, you can file your forms in our software with just a few clicks (income names may apply). We’ll send it to the IRS and states that participate in your E-Filing program!

The chart of accounts is the core of your books. You can easily add, track and manage assets, liabilities, equity, income and expense accounts to maintain your COA from the start.

Are you guilty of losing customer invoices? You’re a millionaire and you’re wearing a hat, so it’s okay to accept… but now it’s time to pay. Create, send and track invoices for as many customers as you want.

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Let’s face it: plastic is the new green. Make it easy for your customers (and you!) by accepting credit card payments. Just create a trading account to get started. You’ll love how easy it is to pay with the click of a button!

There is nothing better than when the money comes in. Keep track of the time by recording the amount in your books. Sending money to your account is easy; just spend the money you receive on the right product or service and get back to business for more.

Entering bank transactions and saving time has never been easier. Link your bank account or credit card so that everything you do goes automatically to the software. If automatic entry is not for you, you can choose to manually record journal entries or upload a file.

How To Start Your Own Payroll Business

When it comes to your business, every part is important. Break down your spending and spending into categories to see what’s making you money and where you need to tighten your belt.

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We know getting started is half the battle, so we’ve made it easy to import your data from previous software. Enter a chart of accounts, balance of effort, customers, suppliers and contractors and be up and running in no time.

You know when you made a mistake, but now you don’t have to live with it forever. Go ahead and edit or delete transaction processing items. We will keep track of the changes you made in the simple transaction document… but it will remain our secret.

Do you have someone who helps manage your books? This is for you Do you have a full staff? No problem, it’s easy to add unlimited users to your account.

Do you want to limit the accounting functions that additional users can access? We have it too! Just choose which permissions you want for each user and you’re done!

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Let your content come into play and add up to 8 sub-account levels to share transactions. Adding and nesting sub-accounts gives you more information about your transactions.

Some things in life are incompatible. Your statements and ledgers should not be one of them. Compare your statements with recorded software transactions for any asset, equity or cash account and reconcile the differences.

Want to give your customers a preview of what the invoice will look like? You can do this by creating and sending quotes in your account. And the best part is, when you’re ready, you can turn it into an invoice without the need for a magic wand.

How To Start Your Own Payroll Business

Do you hear bills when you want to sleep? The first step to getting a good break is planning recurring bills. Select the start and end date, select the frequency and hit​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​more

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Let our software do it for you. Select whether automatic payment reminders are triggered for customers with overdue invoices. So go ahead and give your customer the gentle nudge they need without having to do it yourself.

Your business is unique. Your templates should be too. Keep it creative while adding a little flair. Customize estimates, invoices and credit notes by choosing a template, adding your logo and choosing a custom color.

Upload files and receipts securely and attach them to each transaction so that your records are stored and easily accessible.

The software is simple. Reports are complete and easy to export. For 1-25 or more employees, you cannot exceed the value. I had a good experience with their service team. Patriots went from our first employee until we had a major expansion and went to 40 employees.

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I am currently successfully doing payroll and using an accounting program. Both are important services for my business.

The software is very easy to use. The preparation was difficult. Adjustments and monthly reports are fast and accurate.

Patriot saved a lot of time on payroll and tax documents. This company has given me peace of mind and I can focus on other aspects of my business.

How To Start Your Own Payroll Business

Patriot allowed us to document all of our expenses through accounting software. Without it, I spend hours creating spreadsheets that don’t speak.

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[Before I used Patriot accounting software], I had a lot of receipts every year that I had to write by hand to get money. But now, I sync my bank account, and everything is there. It’s a lot easier than a spreadsheet of small receipts and you’re like, “Oh wait, did I put that bill in?”

You don’t have to remember everything. This report is for you! This report provides a detailed record of transaction accounts that correspond to software costs and outstanding transactions. Every time you reconcile your transaction, we save those details in a handy PDF.

See a list of all the impressions you’ve created for your customers. This report shows information about the budget, such as its current status (eg pending). Filter your list by start and end dates, customers, and more.

Our checkbook report gives you balances and bank transactions so you can track cleared checks and other transactions. Old school? No, this report is so detailed that Accounting Premium customers can even attach receipts and invoices to sales to keep them together.

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Get up close and personal with your income, expenses and profits. A P&L statement measures the financial health of your business by showing financial and income information. Choose a period (eg month) to start.

Track your overdue customer invoices up to date. The accounts receivable aging report clearly shows which customers are more than 30, 60 and 90 days old.

Check your account balance anytime, anywhere. Find your current balance of accounts such as assets and liabilities. Choose the exact date, the accounts you want to see and how you want to see the money.

How To Start Your Own Payroll Business

The financial health of your business is in your hands. A balance sheet summarizes your company’s assets, liabilities, and equity at one point in time. With this accounting software report, get the amount of your credit and debt separately.

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What’s in your accounts? Use this report to view your account activity at any time. Select the date range, accounts and accounting base you want to view. Then easily download the account information into a spreadsheet.

Don’t lose track of who owes you money. A detailed summary of all unpaid customer invoices you have created and sent. You can enter information by selecting customers, invoice numbers and due dates.

Don’t forget the money you owe the vendors! Make a payment while you still have to. Enter vendor invoice information such as vendor name, invoice number, invoice and due date and calculate accounts payable for better tracking.

Never miss a due date again. The accounts payable aging report shows what you owe your suppliers and whether you owe them. This report clearly shows your balance, current balance and payments for the last 30, 60 and 90 days.

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Don’t forget what you paid the vendors. See how much you paid vendors, account segments, and 1099 types.

Tracking sales tax won’t leave you confused. With Sales Tax Information, you can view your sales tax information at any time. This report keeps you updated

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