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Import Payroll Tax Settings


Has anyone imported Payroll Tax Settings from a prior system?  We’re in the process of attempting this but I’m not finding a way to do so.  We’re prepping to manually update our 200 employees if we’re unable to import. 

Best answer by Kandy Beatty

Hi @agansen 

There is an import called PR Employee Attributes. If you look at the attached spreadsheet, it will help you with creating what you need to import. Ensure that you have the Provider Object set to that sheet for taxes. 

 

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Kandy Beatty
Captain II
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Hi @agansen 

Try this import scenario:

 


  • Freshman I
  • June 8, 2022

It looks like this is for Taxes rather than Tax Settings tab.  I’m looking for assistance in importing the Tax Settings such as Allowances, filing status, withholdings ect. 


  • Freshman I
  • June 8, 2022

 

Below is the information I’m attempting to import in.  

Screen Name: Employee Payroll Settings PR.20.30.00

Target Object: Tax Settings

 

 


Kandy Beatty
Captain II
Forum|alt.badge.img+16

Hi @agansen 

There is an import called PR Employee Attributes. If you look at the attached spreadsheet, it will help you with creating what you need to import. Ensure that you have the Provider Object set to that sheet for taxes. 

 


  • Freshman I
  • June 9, 2022

Thank you so much, this appears to be the scenario I needed!


Kandy Beatty
Captain II
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agansen wrote:

Thank you so much, this appears to be the scenario I needed!

So glad to hear that. Hope it works for you!


@kandybeatty49 I’m trying to Integrate with our HR system. I cannot update the tax settings through Rest API. I can get them but the PUT request doesn’t work. Any help??


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