Screen shots - Employee Details - New & Departing Employees

 

Looking for the tutorial for payday filing? if you are looking for the payday filing tutorial, click here.

The following pages demonstrate how to create the file required by IRD for new & departing employees. This can also be used when an employee opts in or out of KiwiSaver.

 

Summary - Adding new employee(s):

From Payroll Pro:

1. After you add any new employees: go to the Reports module in Payroll Pro.
2. Click a button: click "New & Departing Employees".
3. Choose or check the date range: The report will include any employees who have a start date, termination date, KiwiSaver opt-in date, or KiwiSaver opt-out date between these dates.
4. Click a button: You will just click a button that says "Click here to Create your File..."
   
5. Click a button: Choose if you want to print a report - click Screen or Printer or No Report.
6. Wait a second: Payroll Pro will take you straight to the IRD website.

 

At myIR (the IRD website):

1. Login to your IRD account.
2. Click two buttons/links: Payroll > then Express file transfer.
3. Click another button: Choose File
4. Press CTRL+V: This is just a Windows shortcut for "Paste", and will insert the file name into the box without you having to locate the file.
5. Click a button: You will now click Open
6. Click a button: You will now click Next

 

Summary - Employee(s) leaving: This is basically the same as above.

From Payroll Pro:

1. As usual, complete the payrun which includes the final pay(s): Process your pay as usual - enter pays, complete payslips and update totals.
2. NOTE: If you have not done a final pay for any reason: Maybe the employee is casual, or has no final amount to be paid - just go to "Add & Edit Employees" and manually enter their termination date there.
3. Click a button: go to the Reports module in Payroll Pro.
   
4. Click a button: click "New & Departing Employees."
5. Choose or check the date range: The report will include any employees who have a start date, termination date, KiwiSaver opt-in date, or KiwiSaver opt-out date between these dates.
6. Click a button: You will just click a button that says "Click here to Create your File..."
7. Click a button: Choose if you want to print a report - click Screen or Printer or No Report.
8. Wait a second: Payroll Pro will take you straight to the IRD website.

At myIR (the IRD website):

1. Exactly the same as for adding new employees above.
2. That's it!

 

That's it! See below for more information.

 

Instructions with screen shots:

The first few pages explain how to create the file in Payroll Pro - which is very easy!

 

Click one of the "Next Page" buttons to get started!

Every step is clearly explained.

 

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