Checklist
Prior-provider switch checklist.
Before switching payroll providers, collect the facts the next payroll company needs to trust: worker records, YTD wages, taxes, deposits, filings, deductions, corrections, and open notices.
CHECKLISTImport readiness
Companytax accounts
WorkersYTD totals
Evidencedeposits + filings
1Company and tax accountsEIN, legal name, addresses, state/local account ids, deposit schedules, and agency access.
2Worker rosterActive, inactive, contractor, terminated, direct deposit status, tax forms, and classification evidence.
3YTD payroll totalsGross, taxable wages, withholding, employer taxes, deductions, benefits, reimbursements, and net pay.
4Filings and depositsQuarterly returns, state/local filings, EFTPS/state receipts, rejected filings, and unpaid liabilities.
5Corrections and exceptionsVoids, manual checks, off-cycle runs, late facts, reversals, returned payments, and open support issues.
6Year-end readinessW-2/1099 exposure, wage-base continuity, benefits caps, and who owns prior-period amendments.
Do the handoff before the first Runbook run.
Use the checklist to decide whether the next step is full payroll setup, a switch review, or cleanup.
See switch prototype