Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following Payroll plans: Essentials, Standard, Premium
When transitioning from another payroll provider to the Payroll classic platform, you may have employees that have existing Year to Date (YTD) KiwiSaver, and PAYE amounts. It is important to transfer these KiwiSaver and PAYE amounts over to make sure your employees have the correct financial records.
The Opening Balances KiwiSaver and PAYE feature allows you to select an employee file and enter their accrued YTD KiwiSaver and PAYE amounts. You can also use this feature to clear the opening balances if you entered the wrong YTD figures into their employee file.
Getting started
Add opening KiwiSaver and PAYE balances
- Click the Employee menu.
- Click the List submenu.
- Click on the employee who needs KiwiSaver and PAYE amounts added.
- Click the Opening Balances button.
- Click the KiwiSaver and PAYE tab.
- Enter the required KiwiSaver and PAYE figures.
- Click the Save button.
Daily activities
Clear opening KiwiSaver and PAYE balances
- Click the Employee menu.
- Click the List submenu.
- Click on the employee who needs KiwiSaver and PAYE amounts cleared.
- Click the Opening Balances button.
- Click the KiwiSaver and PAYE tab.
- Click the Clear button.
- Click the Save button.