This chapter will walk you through how to set up your company on CheckMark Online Payroll (Canada).
Company Setup
Under Company Setup, you will find these sections:
- Company Information
- Departments
- Contributions
- Provincial Data
- Hour Categories
- Additional Income
- Other Deductions
- Ledger Accounts
Company Information
This section has two Tabs: Company Info and Direct Deposit. This section will take you through the Company Info tab.
Company Info
The first step in setting up your company is to input basic Company Information on the Company Info Tab. The fields are explained below.
Company Information Field Descriptions:
Company Name: Enter your Company Name.
Trade Name: Enter your Company Trade name, which will be used on cheques and reports.
Use this trade Name on Cheques & Reports: Check this box if you want the Trade name to appear on our cheques and reports, instead of the Company Name.
Contact First Name: Enter the Contact Person’s first name.
Contact Last Name: Enter the Contact Person’s last name.
Email Address: Enter the Contact Person’s email address.
Phone: Enter the Company’s phone number.
Address Line 1: Enter the Company’s registered address.
Address Line 2 (Optional): Enter additional address details for the Company, if applicable.
City: Enter the City in which your Company is located.
Province: Select the Province for your Company.
Postal Code: Enter the postal code for your Company in the format of “A2A 2A2” (Alpha Numeric, Alpha Numeric, Alpha Numeric format.
Federal Account #: Enter your Company’s Business Account Number as shown on Form PD7A (Source Deduction Remittance Form).
Pension Plan Reg. #: Enter the registration number for your Company’s Registered Pension Plan or Deferred Profit Sharing Plan.
Payroll Year: The Payroll Year will default to the current year.
After filling out all the mandatory fields, which are marked with a red asterisk, click “SAVE.” If you want to clear information that you have entered incorrectly, click “CLEAR” (before it is saved). If you click on “CANCEL,” it will redirect you to the Dashboard without saving.