Use the New Zealand Payroll template to forecast employee costs, including income tax, KiwiSaver and commissions.
Before you start
Before you begin, create an import master sheet and copy the New Zealand Payroll template into it.
CAUTION: Don't:
Delete any rows or columns
Add any rows or columns
Overwrite existing formulas
Paste anything except Values
If you change the template structure, create a new template, copy it into your Import Master Sheet again, and start over.
Open the New Zealand Payroll template
Open the forecast.
Select New prediction, then Import templates.
Select Open Master Sheet, then open the New Zealand Payroll tab.
Complete the New Zealand Payroll settings
Expand New Zealand Payroll Settings.
Complete all required fields.
Map the highlighted accounts to the accounts in your chart of accounts.
Review and update any default settings to match your business.
Check that the Employee Income Tax and KiwiSaver thresholds are correct.
NOTE: White cells are optional. Complete the highlighted required fields before continuing.
Complete the Staff Details section
Expand Staff Details.
Enter each employee's information in the appropriate cells.
Scroll across and complete all the required columns.
CAUTION: If you're copying data from another source, use Paste Values only to preserve the template formulas.
Review the Staff Summary
The Staff Summary section updates automatically as you complete the employee details.
Check the template
If a red cross appears, the required information is missing. Expand the rows and complete the missing fields.
When complete, a green tick appears at the top of the worksheet to show the template is ready to sync back to Futrli.