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Annual Payroll Processing Template
Annual Payroll Processing Template
Go to the "Set Up Employee Data" tab in green below and enter all employee information.
Go the "Employer Payroll Taxes" tab in yellow below and enter all employer tax information.
Go to the payroll tab (in purple) for the month you're running payroll and enter the names of the employees you are paying al
Review the "Year-to-Date Payroll" tab for analysis and to help create a pay stub.
Important Notes:
You will need to adjust the Social Security formula in the one or more of the "Payroll" tabs below (in purple) if a
You will need to adjust the Medicare formula in the one or more of the "Payroll" tabs below (in purple) if any em
Don't delete terminated employees from the "Set Up Employee Data" tab until you are recreating the template fo
Overwrite formulas for any deductions, pay rates, etc. (any inputs on the setup tab) that change mid-year in the
Don't enter an employee's name more than once on the setup tab; If you have multiple employees with the same
**See article on "How to Do Payroll in Excel" when trying to add or delete columns
**All payroll tabs show 10 rows - Empty rows create an N/A message which doesn't allow the autocalculated tab
f the employees you are paying along with their hours worked (if they're hourly employees)
oll" tabs below (in purple) if any employees earn over $132,900.**See article on "How to Do Payroll in Excel"
abs below (in purple) if any employees earn over $200,000. **See article on "How to Do Payroll in Excel"
are recreating the template for the next year
) that change mid-year in the months prior to the change BEFORE changing in the "Set Up Employee Data" tab; **See article
iple employees with the same name, differentiate between them with middle initials, abbreviations, etc. (calculations will b
t allow the autocalculated tabs to function properly. For more tabs, you can just copy and paste in as many as you need.
Payroll in Excel"
oll in Excel"
Totals: 40
January Payroll T
5 0 $ - $ 100.00 $ 7,557.69
January Payroll Template
$ 7,485.72
DO NOT CHANGE
COLUMNS
Straight- BELOW; WILL Straight-
Enter Pay Dates and Employee Names AUTO UPDATE
Time Hourly Enter Hours Worked
Overtime Time Hours PTO Hours
Date Employee Name Rate Hourly Rate Worked Taken
15-Feb John Doe 1 $ 25.00 $ 37.50 40 5
15-Feb John Doe 2 $ -
15-Feb John Doe 3 $ -
15-Feb John Doe 4 $ 15.00 $ 22.50 20
15-Feb John Doe 5 $ 20.00 $ 30.00 15
15-Feb John Doe 6 $ -
15-Feb John Doe 7 $ 35.00 $ 52.50 10
15-Feb John Doe 8 $ -
15-Feb John Doe 9 $ 40.00 $ 60.00 2
15-Feb John Doe 10 $ -
Totals: 87 5
February Payroll Template