Prepare for payroll – Xero Central

Assign a tracking category to payroll If you’ve set up tracking categories for your organisation, you can also apply these categories to track your payroll expenses. This applies to all their pay runs. Click on the organisation name, select Settings , then click Payroll settings. In the Payroll menu, select Employees.

Click the employee’s name, then select Employment information. For Employee group , select a tracking option. Click Save. For example, you might: Track overtime hours differently from an employee’s regular earnings Track hours worked by location In a new timesheet, users should select an earnings rate, then select a timesheet tracking option, then enter the number of hours worked.

What’s next? If the tracking categories or options no longer reflect your business structure, you can rename or delete them. Still have questions? Start a discussion Ask our community of customers, accountants and bookkeepers.

First, connect Xero with Gusto and map your chart of accounts. Add contractors as contacts, then set up rules so expenses are automatically recorded on forms. If you submit a paper form, export the in CSV format. Access all Xero features for 30 days, then decide which plan best suits your business. Made by the Forge use Xero to make quick decisions. Pay bills. Send invoices. Automated payroll Pay employees with ease with local, state and federal payroll taxes automatically calculated, filed and paid.

Employee self-service Give your employees online access to their pay details. See how to set up Gusto payroll for your Xero business.

Xero payroll help – xero payroll help.Prepare for payroll

Optional Xero tracking categories.

– How To Do Payroll In Xero | Liston Newton Advisory

Product Ideas – open link in new window Share your ideas and feedback to help us improve our products. This integration will support you in managing core employee and payroll data between the two applications, as illustrated in the picture below. Add pay calendars and holidays groups. Get Free.

Support – Xero Central.

Everything is done automatically for you, no more remembering dates for tax payments and the like. My payroll of 40 odd staff now only takes us mins to complete all requirements each payroll and they even take care of the IRD for you.

Once again – Thank You iPayroll, now what to do with my newly found spare time :. Kendyl Brock. We love using iPayroll. We recommend all of our clients, that need a payroll solution, to use them for their payroll needs.

It is great to have the confidence knowing that our clients will receive ongoing support to assist them with queries they may have. View all reviews. Additional info. Add pay calendars and holidays groups. Enter pay items earnings and deductions that might apply to all employees. Set up superannuation. Add employees. If you’re responsible for setting up payroll in Xero, you’ll need payroll admin access from either: The subscriber who set up the Xero account A person with manage users and payroll admin permissions Subscribers already have payroll admin access, and can start setting up payroll now.

To set up an existing Xero user with payroll admin access: Click on the organisation name, select Settings , then click Users. Click the name of the person responsible for managing payroll. Select the Payroll admin checkbox. Click Update permissions. Opening balance date Decide which is the first full month you’ll use payroll in Xero.

Payroll accounts The bank account you’ll use to pay employees Organisation’s wages payable and wages expense accounts PAYE liability account Inland Revenue Employer IRD number Employer company size Pay calendars Pay period frequency Weekly, Fortnightly, Half-Monthly, Four Weekly, Monthly Optional Public holidays — to pay employees for public holidays Pay items Earnings, leave, reimbursements, deductions, statutory, and superannuation eg KiwiSaver that make up your employees’ pay Expense or liability account for each pay item Optional Company Logo Upload and show on payslips Optional Xero tracking categories If you want to produce payroll reports based on employee groups.

Employee personal and contact details Contact information and home address Date of birth Email address — to invite them into Xero Me to view their pay information, and submit leave requests and timesheets Optional Emergency contact information Employment information Start date Payroll calendar the employee belongs to Salary or wage details Leave and accrual details Employee bank account s Tax information IRD number Tax code KiwiSaver contribution rates ESCT rate Opening balances as at the opening balance date Required if you paid employees in the 12 months before switching to Xero payroll Optional Pay template information for each employee If any employee has recurring pay items for each pay run, such as statutory deductions.

What’s next? Now that you’re payroll prepared, you can add payroll to your pricing plan and then: Set up your organisation with payroll by assigning account codes and bank accounts Set up tracking categories so you can monitor your payroll expenditure. Still have questions? Start a discussion Ask our community of customers, accountants and bookkeepers. Contact Xero support Raise a case with our support team. The bank account you’ll use to pay employees Organisation’s wages payable and wages expense accounts PAYE liability account.

Employer IRD number Employer company size. We have assisted numerous companies to bring in-house their payroll function and thereby take control of how and when their employees are paid.

The invitation was humbly accepted and a seminar presented to SME owner-managers. It all sounded great but getting it set up was a real pain. I did the Xero payroll webinar which gave me a vague understanding but we still had many unresolved issues. Then we got in contact Raj Grover at London School of Accountancy and explained everything we had issues with.

Luckily Raj was in the area the following week so he was able to come in and sit down with us to work through each issue. I feel much more confident doing my job with the support of Raj who is very good at what he does. Please contact us on to request a quote for our Payroll Set-Up and Support service or complete the Contact Form below:.