Payroll
Payroll mirrors a third-party payroll provider workflow without storing full SSNs, bank details, or tax forms locally. Different capabilities govern viewing, preparing, approving, and repairing accounting.
An authorized account is required to use this workspace.
Read the payroll workspace
Company and worker readiness show whether provider onboarding is complete. Payroll mirrors show the local period, provider identifiers, run type, totals, funding status, payment status, filings, exceptions, and accounting state.
Prepare a payroll run
- 1
Resolve readiness
Confirm company authorization, worker onboarding, effective compensation, and required tax setup.
- 2
Approve inputs
Managers approve timecards, corrections, leave, and eligible reimbursements before preparation.
- 3
Prepare and lock
Choose the payroll period and run type. Preparation locks the approved source inputs to that run.
- 4
Create or refresh the provider payroll
The idempotent provider request mirrors regular, bonus, off-cycle, contractor, or correction work as supported.
Preview and approve
- 1
Review gross and net
Check each worker’s earnings and reimbursements plus total employee deductions, employer taxes, net pay, and debit.
- 2
Check funding
Confirm the funding account, deadline, and available cash before approval.
- 3
Resolve exceptions
Do not approve around missing workers, mismatched totals, incomplete onboarding, or provider warnings.
- 4
Approve with current MFA
Explicit approval is required before submission. The approval actor and preview are audited.
Monitor after submission
Funding, worker payments, filings, and exceptions can change after submission. Follow the latest provider-backed status in the payroll workspace and resolve exceptions from the original run.
- A funding failure needs provider and bank resolution, not a duplicate payroll.
- A void or correction must use the provider-supported lifecycle.
- Quarter- and year-end work includes tying payroll registers, liabilities, filings, payments, and forms.
- Provider availability and jurisdiction coverage must be confirmed before live payroll.
Payroll accounting and recovery
Final payroll posts wages, employer taxes, benefits, reimbursements, liabilities, and payroll clearing. Later provider bank debits clear those balances. Resolve accounting exceptions from the original run so payroll is never duplicated.
Owner salary and distributions
The owner’s salary belongs in payroll when the accountant has confirmed employee treatment. Owner distributions are separate equity transactions and must never be disguised as payroll reimbursement or wage expense.
Still unsure?
Pause before posting, approving, refunding, or moving money. Ask the owner or the role responsible for that workflow to review the source record with you.
This guide explains software workflows only. It is not legal, tax, accounting, payroll, employment, or security advice. Requirements and provider availability can change; confirm current obligations with the relevant agency and qualified professionals.