Screen shots - Payday Filing
Step 3:
Creating the payday file
Usually all you will need to do is click the button labelled Click here to Create your payday File... then print or view a report, and then you will be sent to the IRD home page.
> Ensure the Payment Date is the date you require. This will default to the current payment date, so in most cases you should not need to change this. If the date in this box is the same as the current payment date, it will show below the box highlighted with yellow. If you need to, you can enter a different date directly into the box, or you can click the button to choose another date.
These next few in blue really just need to be set up once, but can be changed.
> Enter the file details to choose where the file will be saved.
The disk drive and folder determine where the file will be saved to. Once you set this up we recommend you do not change it, as it helps Payroll Pro determine whether or not you have already created a file for a particular date. If you do need to change this, that is fine, just make a note of the previous location in case you need to look back for any reason.
The file name will default to a format of PDyymmdd_nnnnnnnnn.CSV, which is "PD" for "PayDay", followed by the payment date you are filing, followed by your company IRD number. For example, employer IRD number 12345674 and payment date 7 March 2019, the file name is PD190307_12345674.CSV. We suggest that you leave this as the name created by Payroll Pro.
> Go to IRD login Page: You can choose to have Payroll Pro send you directly to the IRD login page where you can log in to myIR. You can tick or un-tick this anytime you like.
> Click the button: Click here to Create your payday File... - This will save the file in the location you selected. It will also copy the file location and name to your Windows clipboard, just as if you had used the "cut" command (of` "cut and paste"). This means later you can use the paste command (CTRL+V) to paste it into another box.
> You will be given the option to print the report - this contains the information contained in the file and the location of the file.
> Then Payroll Pro will take you to the IRD login page if you have selected the option to do so. If you haven't selected this, or you don't go there automcially, you will need to go to the IRD page manually and log in.
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