We send you a email for every payroll date. In this email is a link to a online form.
- There you enter 8 or 9 financial amounts from your payroll report. ( DataTypes )
- Also enter the amount deducted from your bank account.
Each payroll provider offers a "Payroll Register", "Payroll Summary" ( if you can't find it, call the customer support line of the provider and ask them where to find this)
- When you see our form, there is items where we need the financial amounts, and these are found in the "Payroll register", "Payroll Summary" from your provider . (ADP, PayChex, Gusto, ect.)
Note: Optionally, you can download the "payroll register" from YOUR PROVIDER to your desktop, and then upload this in our system by using our upload utility, select "other"
ADP
https://www.adp.com/resources/articles-and-insights/articles/p/payroll-report.aspx
Onpay
https://help.onpay.com/hc/en-us/articles/202646135-Payroll-Summary-Report
PayChex
https://www.paychex.com/demos/report-center
Surepayroll
https://viewpayroll.com/guide/tour9.htm
In the payroll form you can enter additional rows. For each company this is different.
You may add rows for example:
- Health insurance
- 401K contributions
You will see two fields. One is for description and the second is for amount