Switching from one payroll provider to another can seem daunting at first, but don’t worry, at CleanCloud we’ve got you covered. The onboarding process is exactly the same as outlined in our activation articles, but to ensure Gusto can accurately calculate and report your taxes we will need your payroll history for the year to date.
This means that you will need the following information:
Quarter-to-date (QTD) pay stub information from each prior quarter for active and dismissed employees paid this year.
Individual pay stubs from the current quarter for active and dismissed employees.
When speaking with your current provider, you can ask for 'A comprehensive report of quarterly totals per employee (wages, taxes, and deductions).' - your provider should understand what reports they are required to provide you.
Once you have gathered the relevant information, you will need to enter it in the CleanCloud system. Simply head to Settings > Admin > Payments & Finances > Payroll and select Historical/Previous Payroll Data on the drop-down menu.
If you require any assistance when entering this information, please reach out to our Support Team here at CleanCloud.
Once we have this information from you, we will be ready to run your first payroll through CleanCloud!
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