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H
HR54boss
November 18, 2024
Question

transfer employee information *including* payrates and tax withholding information

  • November 18, 2024
  • 1 reply
  • 0 views

Hi,  Our company is spinning off half of our operations into a separate entity with approx half of our current employees. I would like to export selected employees personal data, pay rate and tax withholding information from one company file and import it into the second company file. I am trying to automate it so that I dont have to type manually (prone to human error).  I have tried the SaasAnt transaction application and it was helpful in moving the employee's personal data but I havent figured out how to transfer their pay rate and withholding/tax settings.   Anyone have a suggestion on how to export/import payrate, payroll withholdings/tax settings at same time as the personal data?

1 reply

J
JoanaC
November 18, 2024

I acknowledge the importance of automating the export of employee pay rates and tax details to minimize human error, HR54boss. However, this option is currently unavailable with QuickBooks Desktop, but you can generate an employee contact list report instead.

 

We can customize the report with the pay rate and tax withholding on one page. After generating, we can export the report into an Excel file. Follow these steps how:

 

  1. Go to Reports.
  2. Hover to Employees and Payroll and click the Employees Contact List.
  3. On the upper left corner, select Customize report.
  4. Check the details you want to show.
  5. Hit OK.
  6. On the upper panel, click Excel, and then select Create New Worksheet.
  7. Hit Export.

 

For SaasAnt, I recommend contacting their support team for assistance with advanced customization options. They will provide you with the necessary guidance.

 

Moreover, check out this link on customizing the reports you want to run.

 

Feel free to keep your questions coming if you need more assistance exporting files. I’ll be right here to help you every step of the way.

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