Your payroll data can be exported to a pre-formatted text file for use with Paychex. Settings for the Paychex export format (including client number and earnings codes) can be found on the Data Export tab of the Company Settings page.

Downloading the Paychex File

  1. Access your closed payroll reports by clicking Reports in the left menu and clicking to report number 4, Closed Payroll Period Reports.
  2. Click the export icon in the column to the right.
  3. Select “Paychex” from the drop-down menu.
  4. Click the Download button.
  5. Save the text file to an easily accessible location.

Your data is now ready to be imported into Paychex.

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