Data Migration

Copy Employee/Recipient Info to Another Form

This option allows the user to copy employee/recipient information from one form to another or to create a second form for the same recipient and is accessed from the Utilities menu on the Client Lis…

Nina Tchistiakova
Updated 2 months ago by Nina Tchistiakova

Copy Employee/Recipient to Another Client

This option allows the user to copy employees/recipients and their data from one client to another. Click Utilities > Copy Employee/Recipient to Another Client > Copy [form name] from the menu bar. S…

Nina Tchistiakova
Updated 2 months ago by Nina Tchistiakova

Export Information Returns to CSV File

This function is accessed from the Utilities menu on the main screen. It can be used to export comma delimited text files (CSV) containing information return data ( 1095/1098/1099/W2-G/W-2 ). The exp…

Nina Tchistiakova
Updated 3 months ago by Nina Tchistiakova

Export State Employee Wage Listing

This function is accessed from the Utilities menu on the main screen. It can be used to export delimited text files (comma or tab delimited) containing employee names, social security numbers, wages,…

Nina Tchistiakova
Updated 7 months ago by Nina Tchistiakova

Export client list to Excel

This article is for Payroll System. For other programs, see Export Client List. Open Payroll System. On the menu bar, click Reports and choose one of the items. Select either Client List from the dia…

Eric
Updated 8 months ago by Eric

Import last year's 1095-B/1095-C As Is

Background. The main Client Import from Last Year only imports recipient names and addresses. Form 1095-B and 1095-C often have covered dependent entries that do not change. That information does not…

Nina Tchistiakova
Updated 7 months ago by Nina Tchistiakova

Import prior year clients/payees/preparers/labels

This Utilities menu function allows the user to bring forward client data from one year to the next. The user should edit each client to be sure that the imported Payroll State deduction limits and r…

Eric
Updated 7 months ago by Eric

Importing CSV files into Payroll System

Payroll System can import a wide range of data using CSV files. To import from Excel, see Importing payroll or 1099 data from Excel. What is a CSV file? CSV stands for Comma-Separated Values but are…

Christopher H
Updated 8 months ago by Christopher H

Importing payroll or 1099 data from Excel

Data from Excel can be imported into Payroll System if it is first saved as a CSV file. See CSV Import Guidelines for tips on setting up your spreadsheet before saving the data as a CSV file. To save…

Eric
Updated 8 months ago by Eric

Merge different employees into an employer

Here are two common reasons why a user might need to merge different employees into one employer. An employee's data was input on more than one computer. A user may have entered employees for an empl…

Eric
Updated 7 months ago by Eric

Move employee/recipient to another client

This option allows the user to move employees/recipients and their data from one client to another. A copy of the recipient is not created. Instead the recipient's record is removed from original cli…

Nina Tchistiakova
Updated 2 months ago by Nina Tchistiakova

Payroll System QuickBooks Import

What do we import? We import 941 employees and their paychecks and 1099 vendors and their payments. The import can only be done from the 941/940 program. We support QuickBooks 2002 or later—Basic, Pr…

John Logue
Updated 8 months ago by John Logue

Transfer Payroll Data to W-2

The Create W-2 screen allows the user to transfer payroll data to Form W-2 and is only available to licensed users of both the 941/940 After-the-Fact or Live Payroll and the W-2/1099 Information Retu…

Nina Tchistiakova
Updated 7 months ago by Nina Tchistiakova

Transfer Vendor Payment Data to CA Form 592-B

The Create CA Form 592-B screen allows the user to data to CA Form 592-B and is only available to licensed users of both the 941/940 After-the-Fact or Live Payroll and the W-2/1099 Information Return…

Nina Tchistiakova
Updated 2 months ago by Nina Tchistiakova

Transfer Vendor Payment Data to Form 1099

Form 1099-MISC and Form 1099-NEC may created by manually entering the data to create the form, or by transfering data from the Vendor Payment grid. The Create 1099 screen allows the user to transfer…

Greg Hatfield
Updated 2 months ago by Greg Hatfield

Transfer W-2 data to W-2c from current or prior years

The Create W-2c screen allows the user to transfer Form W-2 data to Form W-2c. This feature is only available to licensed users of both the Payroll Corrector and the W2/1099 products. If correcting o…

Nina Tchistiakova
Updated 7 months ago by Nina Tchistiakova

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