FAQ

Questions, answered.

Everything people ask before they move their payroll to BooksAuto.

Questions

Frequently asked

What is BooksAuto?

Canadian software for three jobs: Payroll (pay runs, remittances, T4s, ROEs, cheques and direct deposit), Scheduling & time clock (staff schedules, a tablet time clock, a staff app and approved time sheets) and Bookkeeping (coming soon). Use one on its own or any mix — for each company you choose the modules it needs. Online in your browser, on Windows, or both.

How accurate are the payroll calculations?

BooksAuto follows the formulas CRA publishes for payroll deductions (T4127) — CPP, second CPP (CPP2), EI, and federal and provincial income tax, including the bonus method and year-to-date maximums. Tax tables are updated each January and July. We also recommend checking a few cheques against CRA's online calculator (PDOC) when you start.

Which provinces are supported?

Payroll works for every province and territory except Quebec, with CRA tax tables back to 2021; overtime on the schedule follows each province's employment standards (or the Canada Labour Code). Quebec payroll is on the roadmap.

How does pricing work?

You pay per company and choose its modules. Payroll is sized by employees: $10 (up to 10), $25 (up to 20) or $45 (no limit) a month. Bookkeeping is $10 a month (coming soon). Payroll and Bookkeeping are 50% off for your first year. Scheduling is $15, $29.99 or $69.99 a month by staff count. For each company choose Online, Windows app (same price) or both, synced (+$5/month).

What is the first-year offer?

50% off Payroll and Bookkeeping for one year from the day you create your account — on every company you add in that year, monthly or yearly. After that year your companies continue at the regular price; we email you a month before. Scheduling and the Online + Windows option are always at their regular price.

Can I buy Scheduling on its own?

Yes. A business can use BooksAuto Scheduling without our payroll: build the schedule, let staff clock in on a tablet or their phone, approve time sheets — then export the approved hours (Excel/CSV or PDF) for whoever runs your payroll, or share them with your accountant for free. If your accountant uses BooksAuto, the approved hours go straight into their pay runs.

Is there a special price for accounting firms?

Yes — approved accounting and bookkeeping firms pay $3 Payroll + $3 Bookkeeping per client per month, any number of employees (Online + Windows $5 more; Scheduling at its regular price). Apply on the "For accounting firms" page with your business licence; once we approve it, we email you a link to create your account and every client you add gets the price automatically. A new client's first bill covers its first 3 months, then it's monthly. No other discount applies on top.

Can I buy without a trial?

Yes. Click Buy now, create your account, confirm your email and pay securely by card — your first company is ready straight away. Or start the free 10-day trial first with one company; no credit card needed.

How many companies can I try for free?

One. The free trial includes one company — online, in the Windows app, or both together. To add a second company you choose a plan and pay for both companies; the trial then ends and everything keeps working.

When am I charged?

Your whole account has one billing day. When you add a company part-way through the month, you pay only for the days until your billing day, so every company is then billed together in one charge. Yearly companies (12 months) renew together once a year on the same billing day.

Can I change a company's plan?

Any time, from the Subscription page — online or in the Windows app. Adding a module or moving to a bigger package is charged now for the days left in the period. Moving down starts on your next billing date (no credit for the current period).

How do I cancel, and is there a refund?

Cancel any company — or your whole account — yourself on the Subscription page and you get a reference number by email. Monthly: the current month is charged in full, there is no credit, and the company works until the end of that month. Yearly: we keep the months used (at the monthly price) plus a 3-month cancellation fee, and refund the rest to the card you paid with. After a plan ends the company stays read-only — nothing is deleted. See the Recurring Payment Agreement.

Where is my data stored?

Online, in your encrypted BooksAuto workspace with nightly backups — or, with the Windows app, in encrypted company files on your own computer. You can move a company between the two. The schedule, time clock and staff app always run online, so staff can clock in from anywhere.

What happens when the free trial ends?

Everything works for 10 days, except exporting files (CRA and ROE Web files, bank files) — and PDFs carry a “TRIAL” mark. After the trial, your trial company is read-only until you choose a plan for it. Nothing is deleted.

Does the Windows app need the internet?

It works offline. Each time it starts it first syncs with booksauto.online (and installs any update), then keeps checking for the internet; while you're offline it shows which companies aren't synchronised yet, and catches up automatically when you're back online.

What do I need to run it?

Any modern browser for the online edition, a Windows 10 or 11 computer (64-bit) for the Windows app, and an Android tablet or any phone for the time clock and staff app. Printing cheques needs a laser printer and cheque stock from your bank or supplier.

Questions

Pricing & buying

What counts as a company?

Each business you work for is one company. For each one you choose its modules — Payroll, Scheduling, Bookkeeping, any mix — and where it's used (online, Windows or both). Payroll depends on its active employees: EMP10 up to 10, EMP20 up to 20, EMPMAX unlimited. Scheduling depends on the staff on the schedule.

How does the first-year offer work?

50% off Payroll and Bookkeeping for one year from the day your account is created, on every company you add during that year. Then the regular price applies automatically (we email you a month before). Scheduling and Online + Windows are always at their regular price. Accounting firms have their own price instead.

Can I buy without a trial?

Yes — click Buy now, create your account, confirm your email and pay by card. Your first company is ready straight away. Add more companies any time: you enter the company, choose its plan and pay, and it's added once the payment goes through.

How does yearly billing work?

Yearly is 12 months paid once a year. Each company can be monthly or yearly; all of them bill on your account's one billing day. Switch a company between monthly and yearly on your Subscription page — the change starts on its next billing date.

What does the free trial include?

One company, for 10 days — online, in the Windows app, or both together. Adding a second company means choosing a plan and paying for both; the trial company becomes read-only if the trial ends without a plan.

Can I cancel?

Yes, any time on the Subscription page. Monthly plans run to the end of the month you already paid for (no credit). Yearly plans keep the months used plus a 3-month fee and refund the rest to your card. Full details are in the Recurring Payment Agreement.

Is the Windows app included?

Yes. For each company you choose where it's used: Online only or Windows app only at the same price, or Online + Windows — both, synced automatically — for $5 more a month. You can change it later on the Subscription page.

Do accounting firms get a special price?

Yes: $3 Payroll + $3 Bookkeeping per client per month, any number of employees. Apply with your business licence on the "For accounting firms" page; once approved you get a link to create your account, and every client you add is billed at that price automatically. A new client's first bill covers 3 months, then monthly.

Is my card information safe?

Payments are handled by Stripe. BooksAuto never sees or stores your card number.

Ready to schedule and pay your team with BooksAuto?

Buy a plan for your first company in two minutes — 50% off Payroll and Bookkeeping for your first year — or try everything free for 10 days, no credit card.

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