The NZ Payroll template is useful to accurately calculate your staff costs forecasting, including sales tax, Kiwisaver, commission etc.
Before you add data to this template to import, you must:
Once you've done this, we explain below how to add data to the NZ Payroll template in your Master Sheet.
⚠CAUTION:
Don't delete any rows or columns from the sheet
Don't add any additional rows or columns. If you require additional rows, use a separate template
If you accidentally do any of the above, you may corrupt the sheet. If this happens, you will need to open a new template, copy it to your Master Sheet again, and restart the process of adding data.
Click the Forecasting tab, then view the forecast you want to import predictions into.
Once in the forecast, click New prediction in the top right, then click Import templates on the dropdown.
Click Open Master Sheet.
Open the sheet settings and map the appropriate accounts. You must complete the boxes highlighted in red. White boxes are optional.
Make sure each section is set up correctly for your company. This may mean overriding settings that are already in place.
Ensure that the Employee Income Tax and Kiwisaver thresholds are correct.
Enter your data in the appropriate cells.
⚠CAUTION: Only paste values if you're pasting data from another source. This is because the sheet has underlying formulas.
Ensure you complete all columns, including those found by scrolling right.
When finished, you'll have a green tick at the top of the page. This means you can continue to sync the import template to Futrli.
If this isn't green, you'll be able to open the rows to see which information is missing.