Patriot Software

Create and track unlimited 1099 and 1096 forms

Compare bank statements to recorded software transactions for any asset, equity, or liability accounts

Built-in accounting functionality including income and expense tracking, invoicing, and credit card acceptance

Automatically import bank and credit card transactions or manually record journal entries

Customize estimates, invoices, and credit memos with logo and accent colors

Create and send estimates to customers with ability to convert to invoices

Track income and expenses with Chart of Accounts management

Create, send, and track unlimited customer invoices

Automatic payment reminders for past due invoices

Securely upload and attach files, receipts, and documents to any transaction

Set up recurring invoices with customizable frequency and dates

Add up to 8 levels of subaccounts to further categorize transactions

Edit or delete transactions with Modified Transactions Report tracking changes

Manage unlimited vendors, contractors, and payments with automatic bank imports

Pay independent contractors alongside employees in the same payroll with direct deposit support

Use standard hours and money types or add custom ones, plus add employee deductions and company-paid contributions

Break down payroll expenses and income by departments to track payroll costs by team

Assign employees to different work locations including work-from-home with proper payroll tax calculations based on location

Support for up to 25 different pay rates (roles) per employee for managing hourly teams with different jobs

Specify the take-home amount employees should receive and the system automatically calculates gross pay with taxes applied

Change employee hourly pay rates during payroll without canceling or leaving the page

Run unlimited payrolls with support for all pay frequencies including weekly, biweekly, semi-monthly, monthly, quarterly, semi-annually, and annually

File 1099 forms electronically with the IRS and participating states with nominal fees

Create and track 1099-NEC and 1099-MISC forms for contractors

Automatic federal payroll tax filing and deposits with Full Service Payroll

Automatic local payroll tax filing and deposits with Full Service Payroll

Automatic state payroll tax filing and deposits for all 50 states with Full Service Payroll, with $12 fee for each additional state

Guarantee that tax filings are completed accurately and on time

Create electronic or printable W-2 forms for employees

Year-end payroll tax filings including W-2 forms at no additional cost with Full Service Payroll

Automatically calculate overtime for hours worked over 40 in a workweek and California double-time rules

Create custom overtime rules to comply with state, local, or company policies

Multiple punch-in/punch-out time entry options for hourly employees

Daily total hours entry option for salaried employees

Automate timecard collection with web-based time tracking that integrates with payroll

Both employees and managers can approve time cards with controls preventing editing of processed cards

View time card history for each pay period and track whether cards have been processed through payroll

Define and report on multiple time-off hour types (vacation, sick time, etc.) with automatic balance calculations

Nudge employees to submit timecards