How Do I Add Pay and Tax From Before We Started Using Trellis?
If your company started running payroll in Trellis partway through the year, Trellis only knows the pay recorded in it. Add each employee's earlier pay and tax for the year so withholding tax is computed on the whole year.
From the sidebar, click "Team".
Click "Invite Team Member".
Under "Add your team in bulk", click "Upload". The "Bulk Employee Import" page opens.
Under "Start with the template", turn on "Pre-fill with your current employees".
Click "Download the update file". The file lists your current employees, each with their Employee ID.
Open the file and find the columns under "Only if you're switching mid-year (optional)".
For each employee, fill in "Gross Pay To Date", "Taxable Income To Date" and "Withholding Tax To Date". Use the totals for the year up to the last day before your first cut-off in Trellis. Fill all three or leave all three blank.
Leave the other columns as they are. Every row left in the file updates that employee, so do not change details you want to keep.
Upload the file on the same page. Trellis checks it before anything is saved.
On the review screen, set the date beside "Some people already have pay history this year. We'll count it up to:" to the last day your figures cover.
Click "Import".
From the sidebar, click "Payroll", then open "Computation & Payslips".
Click "Re-run" on the cut-off, then click "Re-run payroll" to confirm. Lines you added to payslips by hand are kept.
To check the result: open a payslip, click the tax line under "Deductions", and read "How it was computed". The earlier pay appears as "Opening balance (before trellis)".
Cut-off already locked? A locked cut-off is not recomputed. The figures you added apply from the next cut-off you run.