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> Use this file to discover available pages before exploring further.
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# EasyTeam Payroll - Migration from Other Systems or a CPA


### EasyTeam Payroll - Migrating Your Payroll Data from Other Systems or a CPA

###### ${color}[#696969](Accurate payroll data migration is essential when switching to EasyTeam mid-year. Proper migration ensures correct tax reporting and compliance for both W2 employees and 1099 contractors.)

${color}[#696969](This article is relevant for employers that run payroll in-house, with a CPA or with a legacy software provider.)
${color}[#696969](Check our payroll migration articles to see if your platform has a dedicated help article: [Payroll Data Migration Articles](https://help.easyteam.io/en/category/payroll-1x4afhl/))

#### ${color}[#696969](Why Migration Matters)

${color}[#696969](When you migrate your payroll data to EasyTeam, we can:)
* ${color}[#696969](File accurate quarterly and annual tax reports)
* ${color}[#696969](Calculate taxes based on year-to-date totals)
* ${color}[#696969](Process W2s and 1099s correctly in January)
* ${color}[#696969](Maintain your complete payroll history)

#### ${color}[#696969](Method 1: Add EasyTeam as Administrator (Recommended))

${color}[#696969](If your legacy software payroll system allows inviting external users, this is the simplest method for a smooth transition.)

➡️ ${color}[#696969](Add payroll@easyteam.com as an administrator in your current payroll system)

➡️ ${color}[#696969](Grant full access permissions)

➡️ ${color}[#696969](Our team will handle the data migration process)

#### ${color}[#696969](Method 2: Manual Report Download)

${color}[#696969](If you prefer to download reports yourself:)

➡️ ${color}[#696969](Generate detailed payroll reports from your system)

➡️ ${color}[#696969](For each completed quarter: Download one **consolidated report**)

➡️ ${color}[#696969](For current quarter: Download **individual payroll run reports**)

➡️ ${color}[#696969](Email reports to payroll@easyteam.com with your business name)

#### ${color}[#696969](Required Information)

###### ${color}[#696969](For W2 Employees)

${color}[#696969](Reports must include:)
- ${color}[#696969](Wage breakdowns (hourly, salary, commissions))
- ${color}[#696969](Employee and employer tax details)
- ${color}[#696969](All deductions by type)
- ${color}[#696969](Employer contributions)
- ${color}[#696969](Pay periods and check dates)
- ${color}[#696969](Year-to-date totals)

###### ${color}[#696969](For 1099 Contractors)

${color}[#696969](Reports must include:)
- ${color}[#696969](Check dates and pay periods)
- ${color}[#696969](Payment amounts by category (services, commissions, tips))

![Data Migration Example](https://storage.crisp.chat/users/helpdesk/website/931439f481791800/payroll-migration-example_m9izfg.png)

##### ${color}[#696969](Additional Instructions - For Employers Paying Weekly)

1. ${color}[#696969](Submit all calendar year data except current week)

2. ${color}[#696969](Send final weekly payroll data after processing)

${color}[#696969](💡 Example: If migrating on August 30th with Q3 payrolls on 7/15, 7/31, and 8/15, you'll need individual reports for each Q3 payroll date, and consolidated reports for Q1 and Q2)

##### ${color}[#696969](Important Notes)

* ${color}[#696969](Include data for terminated employees paid this year)
* ${color}[#696969](Keep your current payroll system active during migration)
* ${color}[#696969](Common report names: Payroll Details, Employee Earnings, Payroll Summary)
* ${color}[#696969](Make sure your reports have compensation separated by type, ex. Hourly, Salary, Tips, Bonus, Commission, etc.)
* ${color}[#696969](Employee "EE" Taxes: Ensure the amounts are broken out by each individual employee tax for each employee, Ex. Federal Income Tax, State Income Tax, Social Security, Medicare, etc.)
* ${color}[#696969](Employer "ER" Taxes: Ensure the amounts are broken out by each individual employer tax for each employee, Ex. Federal Unemployment Insurance "FUTA", State Unemployment Insurance "SUI", Social Security, Medicare, etc.)
* ${color}[#696969](Benefits/Deductions/Contributions: Ensure the amounts are broken out by each individual benefit and/or deduction and pre-tax vs post-tax. Ex. Child Support, 401K, Roth 401K, Pre-tax Medical Insurance, Post-tax AFLAC, etc.)
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| ${color}[#696969](Need help with the migration process? Contact us via the chat bubble in the bottom right corner) ❤️