When switching to Atto Payroll, we help ensure a smooth transition by migrating your historical payroll data. This includes a detailed record of what your team members — both employees and contractors — have been paid during the current calendar year.
Accurate data migration is essential for proper tax filings and ensures your team’s future quarterly and annual forms are correct.
What’s Included in the Data Migration
We collect and migrate itemized details for each team member, such as:
Gross earnings
Tax withholdings
Pre- and post-tax deductions
Employer-paid taxes
Once your company payroll setup is complete, we’ll begin the migration process.
How It Works
1. Loading Pay History
We import a full breakdown of historical payments from your previous payroll provider. This ensures continuity and supports accurate reporting going forward.
2. Closed Quarters
For past quarters that have already ended, we consolidate the data into quarterly totals per team member. This simplifies the transition and meets reporting requirements.
3. Open Quarters
For the current (open) quarter, we break down data by team member and check date. This level of detail is required by many state and federal agencies to pinpoint tax liability by date.
4. Contractors
For contractors, we consolidate historical payments for the current quarter, ensuring accurate year-end 1099 reporting.
Need more help?
Just message us via in-app chat or reach out to our team — we’ve got you.