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Import Payroll Tax Settings

  • June 8, 2022
  • 7 replies
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Freshman I

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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7 replies

Kandy Beatty
Captain II
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Hi @agansen 

Try this import scenario:

 

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Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
    Freshman I
    • agansen
    • Author
    • 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. 

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    Freshman I
    • agansen
    • Author
    • 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

     

     

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    Kandy Beatty
    Captain II
    Forum|alt.badge.img+18

    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 ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
      Freshman I
      • agansen
      • Author
      • Freshman I
      • June 9, 2022

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

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        Kandy Beatty
        Captain II
        Forum|alt.badge.img+18

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

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

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        Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
          Freshman I

          @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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