Guide to Starting Your Payroll Migration from Other Systems or CPA

We're excited to be your new payroll provider. Since you've already paid workers this calendar year with another payroll provider, we need this payroll information to migrate it into our system. We must migrate this information; otherwise, worker tax payments and reporting could be wrong, which is not good. 

You can keep your account with your previous payroll provider active while the payroll data is being transferred into our system. This will ensure that you can continue to download reports or if necessary, run an additional payroll.

There are two easy ways to provide us with your payroll data: 

1. Add [INSERT EMAIL HERE] as an administrator in your payroll system so our team can download the reporting directly (this is the easiest!)
2. Download a report from your payroll provider and e-mail it to [INSERT EMAIL HERE] (this is slightly harder, but you can do it!) 

Here are instructions for both.

Add us as an admin so we can download the report

Other Providers

Generally, you’ll want to add us as an administrator to your account with full access, and many systems follow steps similar to the above. If your provider is not listed here and you can’t find a place to add a user, email us, and we will help!

Other Systems or a CPA

If you are onboarding in the middle of a quarter, you'll need to generate a report for each past payroll run in the current quarter along with reports for each closed quarter.

Example: Joining us with a first payroll date of 8/30 and have processed payroll during Q3 with check dates of 7/15, 7/31, and 8/15 - we'll need the following report for each of those check dates in Q3 as well as a report for Q1 totals and Q2 totals. 

We need a detailed payroll journal report that includes the following broken down by pay date and by each worker:

• • Wages broken down by type (hourly, salary, commissions, etc)
  • Both employee and employer taxes broken down by type
    • Please note: Paystubs don’t always show employer taxes so they may not be usable
  • Deductions broken down by type
  • Employer contributions broken down by type 
  • Pay period for each check date
  • A year-to-date report for all the payrolls run in the calendar year
  • Download this as a CSV or PDF

The reports may have different names depending on the payroll provider.

• Payroll Details Report
• Employee Earnings Records
• Payroll Summary Report
• Check History Detail
• Payroll Registry Report 

Things to note:

• Terminated employees and contractors who were paid during this calendar year should be included on these reports 
• Reports should include both state and federal tax amounts for employees

Contractor only migrations

If there are no employee wages to report and only 1099 contractor payments please provide the following:

• Check dates and associated pay periods
• Payment amounts by type (service commission, tips, etc)
• Download this as a CSV or PDF