When you move an existing employee to PaySauce, you need to provide their year-to-date (YTD) balances and current leave balances.
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We recommend talking to your Accountant or Bookkeeper and get them to add the balances on your behalf, to ensure accurate tracking and reporting going forward.
Why initial balances are required
PaySauce needs starting balances to:
Continue accruing leave from the correct starting point
Report accurate year-to-date figures to the ATO through Single Touch Payroll
Calculate tax correctly based on the employee's earnings so far this financial year
Report accurate superannuation entitlements to funds
Generate correct payslips showing year-to-date leave totals
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Without these balances, the employee's records would start from zero, creating inaccurate reports and potential compliance issues.
What to provide
You'll need to provide two types of balances for each existing employee:
Leave balances: Current leave accrued and available
YTD financial details: Year-to-date earnings, tax, and superannuation figures
How to add the information:
Download the report from your current payroll system
Ensure you've included the employee's name with each set of balances for your Accountant or Bookkeeper to enter
Let us know if you need guidance interpreting or extracting the information
⚠️ Future self-service option ⚠️
PaySauce is developing self-service functionality that will allow you to enter initial balances directly when adding employees. Until then, we're happy to handle this for you.