Assign Tax Form Boxes to Payroll Categories
This instruction will help assign tax form boxes.
You need to assign tax form boxes to your payroll categories (ROEs, T4s, T4As, RL-1s).
- You've already set up the payroll categories under Payroll > Payroll Setup > Payroll Categories.
- You know what boxes need to be assigned for each payroll category.
- Navigate to Payroll > Payroll Setup > Assign Tax Form Boxes.
- Look for the payroll category you need to assign a tax form box to.
- Click the three (3) dots to select the payroll category.
![](https://helpdesk.paymatesoftware.com/download/attachments/101777454/image2022-12-2_13-5-20.png?version=1&modificationDate=1670004313377&api=v2)
- Look for the tax form and box that you need to assign this payroll category to.
- Using the toggle, activate it (toggle it on) for the appropriate tax form and box.
Note: You can only assign one box from a form to a payroll category. Please confirm with your CPA or accountant of which box it should belong to.
![](https://helpdesk.paymatesoftware.com/download/attachments/101777454/image2022-12-2_13-6-33.png?version=1&modificationDate=1670004386580&api=v2)
- Click the save button to save your changes.