Screen shots - Payday Filing

The following pages demonstrate how to create the file required by IRD for payday filing.

 

If you need a tutorial about the new/departing employees upload file, click here.

If you need information about the IR345 and how much to pay IRD, click here.

 

Payday filing really just involves clicking a few buttons - there's nothing complicated you need to do.
Once you have done it once or twice it will become even easier.
Please have a look at this page at IRD: Filing employment information (payday filing)

 

 

Summary:

Some simple setting up may be required the first time you do this, but after that the procedure is very quick and easy:

(A) From Payroll Pro:

1. Normal Pay Procedure: Process your pay as usual - enter pays, complete payslips and update totals.
2. Click a button: You will go to the reports, and just click on the "payday filing" button.
3. The date generally won't need to be changed: The date will default to the current payment date, so you wont usually have to change that.
4. Click a button: You will just click a button that says "Click here to Create your payday 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.
7. See the section (B) below now...

 

(B) At myIR (the IRD website):

1. Login to your IRD account.
2. Click a button (or link): Express file transfer > or File or upload a return >.
   (use "Express file Transfer" for amendment files, or either for the usual payday files)
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

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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