If you choose to use our software in the middle of a financial year, you should import the past month’s salary data for the current Financial Year.
All the previous month’s data is required to calculate the Income Tax for the year, generate required reports, Payroll Compliance returns, and enable your employees to view payslips of the previous months (From the beginning of the current Financial year).
Your existing monthly salary register is sufficient to import the data into the system. The template for this gets automatically created AFTER you create the earning and deduction components.
On the Home Page click “Transactions”.
Scroll down to Utilities.
Click “Legacy Data”.
Click on “Import Legacy Salary Data” Under “Import”.
Select the “Month” and “Location” from the Drop-Down.
Click on “Generate template”.
Update the amounts under the “Salary Components” sheet in the generated Excel workbook and “Save” the file.
Click on “Choose file” select the file and click on “Import”.
To delete the monthly salary legacy data.
Select the “Month” and click on the “flush Data” option.
