What Year-To-Date Totals Should I Record For A Migrated Employee?

When migrating an employee partway through the tax year, you need to record the YTD totals from the previous payroll so the new payslips, end-of-year totals, and payday filing returns include the full year.

Where to enter YTD totals

1. Open the employee's setup wizard or the YTD totals section on the employee record.
2. Enter the YTD totals as at the migration date.
3. Save the employee.

What to record

• Gross earnings YTD: total taxable earnings since 1 April.
• PAYE YTD: tax deducted (including ACC earner levy).
• Student loan YTD: SL deductions, if any.
• KiwiSaver employee YTD: employee deductions.
• KiwiSaver employer YTD: employer contributions before ESCT.
• ESCT YTD: tax on employer KiwiSaver contributions.
• Child support YTD: if applicable.

Things to check

• The figures should match what the previous payroll reported to Inland Revenue for the same period.
• Do not enter YTD totals if the employee has no prior earnings this tax year.
• YTD totals are separate from opening leave balances and historic gross earnings - all three may need to be set for a mid-year migration.

Once entered, YTD totals appear on the payslip and are included in end-of-year reporting.