Switching to Atto Payroll involves securely transferring your payroll history to ensure accurate reporting and compliance from day one. Here’s how the process works.
What We Migrate
When transitioning from another payroll provider, Atto imports payroll history for the current calendar year. This includes:
Employee or contractor earnings
Tax withholdings
Deductions and benefits
Submitting this data in Excel or CSV format is highly recommended. These file types are compatible with Atto’s import process and reduce the chances of delays or errors.
Migration Steps
Once your company payroll setup is complete, our team begins migrating your historical data.
1. Load Pay History
We import detailed historical pay data, including itemized earnings, taxes, and deductions. This ensures that all future quarterly and annual filings reflect accurate year-to-date totals.
2. Closed Quarters
For payroll periods that have already been completed, we consolidate data into quarterly totals per employee or contractor. This helps simplify reporting while preserving essential payroll records.
3. Open Quarters
If the current quarter is still active, the data is broken down by employee and check date. This level of detail is required for compliance with tax filing rules, especially when reporting tax liability by specific dates.
Contractor Pay (Current Quarter)
For contractor payments in the current quarter, data is also consolidated for easy reporting and continued compliance.
This process ensures your payroll history is migrated accurately and stored securely in Atto. From there, you can manage your team’s payroll with confidence, knowing your records are complete and compliant.
Need more help?
Just message us via in-app chat or reach out to our team — we’ve got you.