Import employee cash pay

Overview

Employees can be imported each quarter, however, you only need to import their cash pay in quarter 4, and only if you are using the Attribution method. When importing cash pay, ensure you use the actual cash pay amount the employee received during the year - including salaries, bonuses and other cash payments - not the headline annualised salary.

If there are confidentiality issues around user access to employee salaries, this can be managed by Salary confidentiality.

How to import employee cash pay

1. Use the FBT import template in Microsoft Excel to prepare your source data. Make sure to include all the required column headers for import.
2. Select and copy your data (including the column headers).
3. From the entity’s FBT calculation, in the navigation bar select Workpapers > Employees.
4. From the Employees screen, select the relevant Quarter.
5. Select Import.
6. Paste the data into the box in the popup window.
7. Select the required confidentiality option.
8. Select [Import to x] where x will be the tax year you are importing the data into.
   
9. If the import is successful, you'll see a green banner confirming the number of records imported. Select Close.
10. Review the imported data to ensure everything is as expected.

Related articles

Salary confidentiality

What's next?

Fourth quarter true up