Migrating from Zoho Payroll
Instructions to add an admin user to Zoho payroll. Doing this is the least work for you. Add a user
First Name Payroll
Last name Setup
Email [email protected]
Provide Reports for Historical Payrolls
If for any reason, you chose not to grant access to prior payroll provider, you can instead providing reports. The following is what is needed to migrate your payroll:
Employee Demographics:
This at minimum needs to include Legal Name, DOB, SSN, Address, Start Date, Termination Date (if applicable).
Payroll Detail Reports:
Provide a detailed summary report for each closed quarter of the current year.
For example: provide a report for Q1 (1/1 - 3/31) and a separate report for Q2 (4/1 - 6/30).
Provide detail report for each individual payroll in the current quarter. These reports need to include a breakdown of both employee and employer taxes in EXCEL format.
