Connecting Paychex and Alice


Step 1: Provide Alice with your Paychex Company Code 


Step 2. View and Approve Alice’s Request for Access 

  • Log into Paychex as an administrator for your company.
  • Click the envelope in the top right corner of your Paychex Dashboard.
  • Find our request from Alice Financial.
  • Approve the request.

Step 3. Approve Alice's Request for Integration

  • In the Company Settings on the left
  • Click "Integrated apps"
  • From there you will see the Alice's app with a request to integrate
  • Read and agree to the Third Party Terms of use, and Click "Approve"



Step 4. Assign Alice a non-employee Admin Role

  • In the Main Menu on the left
  • Click "Company Settings"
  • Click "Roles and Permissions"
  • Click "Super Admin"
  • Select " + Assign admin"
  • Search "Alice" in the search box that appears
  • Select "Financial, Alice"
  • Select "Everyone" in the next screen
  • Click "Assign"

Step 5. Email your Paychex representative the text below:

This requests Paychex to set up deduction and reimbursement codes for the benefits Alice will operate.


Subject: New Alice Financial Benefits Codes in Paychex Flex


Hi [NAME OF PAYCHEX REP],


We’re [YOUR COMPANY NAME] (company ID: [YOUR COMPANY ID NUMBER]), reaching out because Alice Financial, a third-party pretax benefits provider, will be providing benefits services for us in Paychex Flex.


We are requesting Paychex build the following deduction and reimbursement codes in our company’s payroll—please see below for the exact specifications for all deductions and earnings:


Alice's codes must be set up to these exact specifications:


Pretax Deduction Codes (2)

1. Mass Transit

Name: Alice Pretx Transit

Calculation Type: Flat Dollar Amount

Component Type: Commuting EE Paid

Deduction Type: Section 132 - Commuter

W2 Box: 14 - Other

Frequency: Every Pay Period

Effect on pay: Reduced Pay2. Parking

Name: Alice Pretx Parking

Calculation Type: Flat Dollar Amount

Component Type: Commuting EE Paid

Deduction Type: Section 132 - Commuter

W2 Box: 14 - Other

Frequency: Every Pay Period

Effect on pay: Reduced Pay

2. Parking

Name: Alice Pretx Parking

Calculation Type: Flat Dollar Amount

Component Type: Commuting EE Paid

Deduction Type: Section 132 - Commuter

W2 Box: 14 - Other

Frequency: Every Pay Period

Effect on pay: Reduced Pay


Non-Taxable Deduction Codes (2)

1. Mass Transit

Name: Alice Transit Post-tax Earn

Calculation Type: Flat Dollar Amount

Component Type: Exp Reimb Non Tax

Frequency: Every Pay Period

Effect on pay: Adds to pay

2. Parking

Name: Alice Transit Post-tax Earn

Calculation Type: Flat Dollar Amount

Component Type: Exp Reimb Non Tax

Frequency: Every Pay Period

Effect on pay: Adds to pay


Thank you.

Please cc: us and let our team know once your Paychex Rep advises this is complete. Email us at payroll@thisisalice.com.

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