Payroll Conversion: What to Extract When Converting to a New Payroll Provider скачать в хорошем качестве

Payroll Conversion: What to Extract When Converting to a New Payroll Provider

Switching payroll providers? Before you convert to a new payroll system, make sure you extract the right historical payroll data—or you could run into tax issues, audit risk, and missing employee records. In this interview, Kristi Feist talks about what to pull from your current payroll provider before switching, including the most important reports and what most businesses forget. Download the free PDF here: https://www.paydayhcm.com/hubfs/Switc... What to Extract Before a Payroll Conversion: • Prior-year tax filings (940, 941s, SUTA, state + federal) • 401(k) year-to-date payroll register + census reporting template (if applicable) • Workers’ comp report aligned to your fiscal year • Employee PDFs/attachments (most systems don’t transfer files automatically) • Payroll Details Report by year (earnings, deductions, taxes by payroll) • Employee Profile Report (for contact info, including terminated employees) Communicate to Your Former Payroll Provider: • What taxes need to be refunded • What taxes they still need to pay • Who is filing W-2s for the current year Subscribe and follow the series for more ideas on creating a workplace built on care, creativity, and connection. Starting a business, looking for someone to take over payroll, or in need of benefits or HR? Check us out at www.paydayhcm.com #business #payroll #jobtips #businessgrowth #businessowner