We send you a email for every payroll date. In this email is a link to a online form. 

  1. There you enter 8 or 9 financial amounts from your payroll report. ( DataTypes )
  2. 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