Institution does not replace your payroll provider. The Payroll page gives your books visibility into what the provider ran, so wages and payroll taxes are accounted for and reconciled.
Upload a report
- Open Payroll and add your first payroll report, or upload another.
- Use a PDF, CSV, XLSX, or XLS payroll summary or register. Reports must be 25 MB or smaller.
- Institution Max organizes wages, taxes, deductions, benefits, reimbursements, and cash movement.
What you see afterward
- Imported payroll data with pay date, gross wages, net employee pay, and employer cost.
- A payroll history by provider.
- Import issues, if any. A message such as Payroll imported, a few items need review lists what to look at.
If processing fails, upload the report again to retry.
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