Migrate Your Payroll from Paychex

We’re excited to be your new payroll provider! Since you’ve already paid employees earlier this year through another provider, we’ll need some details from your previous payroll records. Importing this information helps ensure that all tax payments and reports stay accurate.

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

To provide us with your payroll data, download a report from your payroll provider and attach it to a Support Ticket.

For employers who have a weekly pay group:

1. Submit Initial Data: Send us all the data you have accumulated so far for the calendar year. This enables us to start the implementation process on our end.

2. Provide Final Payroll Run Data: Share the data from the final weekly payroll run with us.

Example Timeline:

Let’s say you run payroll every Monday for a Friday check date. Send us all payroll information except for the current week’s payroll so we can start the migration process. After you run your final payroll, send us the payroll journal by Friday. This allows us to finish migrating your data so you’re ready to run your first payroll the following week.

To find the report in Paychex:

If you are onboarding in the middle of a quarter, you need to generate a report for each past payroll run in the current quarter along with reports showing year-to-date totals for each closed quarter.

For 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.

1. Sign in to Paychex payroll.

2. Go to Analytics & Reports.

   

3. Go to the Quick Reports section on the main dashboard.

4. Click view all reports.

5. Download SUI return.

6. Click Payroll Journal.

7. Click Create Report.

   

8. For every pay run that was processed during the period of time that you are pulling reports for, you must download a separate payroll journal for each employee, for each pay date in that date range.

   Payroll journals must be downloaded for each employee separately for each distinct pay run to ensure that the proper tax amounts are displayed.

   

9. Download one last Payroll Journal that includes the entire date range, and all employees by following these steps:

   1. Go to Analytics & Reports > View All Reports > Payroll Journal.

   2. Set the Date Range parameter to Current Year.

   3. Set the employee parameter to All employees.

      Employee Type	Data We Need From You
      W2 Employee	Wages broken down by type (hourly, salary, commissions, etc) Both employee and employer taxes are broken down by type. 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.
      1099 Contractor	Check dates and associated pay periods Payment amounts by type (service commission, tips, etc) Download this as a CSV or PDF.

   4. Run and download the report.

   5. Open a Support Ticket and attach the report to it.