Review payroll
See runs, workers, liabilities, changes, and supporting records without rebuilding payroll from exports.
For accountants and advisors
A more explainable payroll review workflow.
Runbook is designing a record intended to connect payroll calculations, corrections, filings, accounting entries, and supporting evidence. When available, it could help advisors review a client, answer a notice, or prepare year-end. Advisor services are paused, and payroll enrollment has not opened.
ADVISOR VIEWClient payroll record
Run registeramounts explained
Evidencerecords linked
Correctionsoriginal + change
Exportbooks-ready
One client record for review, notices, and year-end.
Spend less time tracing unexplained edits across registers, screenshots, bank records, and provider tickets.
Resolve notices
Connect an agency claim to the affected periods, filings, payments, corrections, and source records.
Switch providers
Validate YTD wages, wage bases, deductions, tax accounts, and open issues before cutover.
Explain changes
Show the original payroll, the fact that changed, and the resulting correction without erasing history.
Explore the sample advisor packet.
Review how a future advisor workflow could handle notices, corrections, provider switches, and year-end handoffs. Advisor services are paused; check current availability for what is open today.
Check current availability