No logins to share. Your accountant gets a monthly link and you stay in control.
Before you start. Your accountant is saved as a key contact.
Step by step
- 01
Open Payroll
Open Records, then Payroll, and find Let your accountant upload.
- 02
Generate the link
Select Generate an upload link. Your accountant is also reminded each month on the 25th.
- 03
Keep contacts current
Update your accountant's details under Key contacts.
You are all set
Uploads from your accountant appear ready to review and release.
Next guide
Use templates, policies and the handbook
UK HR letters and forms, policies staff sign, and an editable handbook.
Previous: File payslips