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Payroll New Zealand

Payroll Template (New Zealand)

Checklist to process pay runs, verify employee data, obtain client approval, file payday filing returns with Inland Revenue (IRD), and ensure PAYE, KiwiSaver, and ESCT obligations are up to date.

A compliant New Zealand pay run is more than calculating net pay. Each cycle you confirm employee changes, apply the right tax codes, and run the numbers for PAYE, KiwiSaver, ESCT, student loan, and child support before any money moves. Then comes payday filing: an Employment Information return has to reach Inland Revenue within two working days of payday, and the deductions owed to IRD fall due by the 20th of the following month (or twice monthly for large employers). Accuracy and timing both matter, because a wrong tax code or a late EI return creates rework, employee queries, and potential penalties.

When the process lives in one person’s head, the gaps show up fast: a new starter’s KiwiSaver enrolment gets missed, a draft pay run goes out without client sign-off, or the payday filing slips past the deadline during a busy week. A repeatable workflow keeps every run consistent, so the same checks happen whether it is a quiet fortnight or month-end.

When to run it

Run this job every pay cycle (weekly, fortnightly, or monthly, depending on the client). The same template works for each frequency because the steps do not change, only the schedule does. Assign an owner who is responsible for processing, obtaining client approval, and filing on time, with a reviewer where you want a second set of eyes before finalising.

How to run it in Tidyflow

Set this up once as a reusable job template. Each step in the checklist becomes a subtask your team ticks off in order, so reviewing employee changes, processing the run, reviewing for accuracy, and filing the EI return all happen the same way every time. Because payroll repeats on a fixed schedule, you can run the template as a recurring job per pay cycle, so the next run is created automatically rather than relying on memory. Tidyflow’s workflow management keeps every active and upcoming run visible to the whole team.

What you need from the client goes out as items in their portal. Confirming new or terminated employees, uploading approved timesheets, and approving the payroll total before you file all happen through client requests, so signed IR330 forms and timesheets land in one place instead of scattered email threads.

Common pitfalls

  • Filing the payday filing (EI) return late: it is due within two working days of payday, not monthly with the deductions.
  • Using an outdated or missing tax code because the IR330 was never collected, which throws out PAYE and student loan calculations.
  • Forgetting to enrol new starters in KiwiSaver or apply the correct ESCT rate, leaving employer contributions wrong.
  • Processing the run before the client has approved the draft, then having to reverse and refile.
  • Leaving the payroll clearing account unreconciled, so payment errors go unnoticed until the next cycle.

What's included in this checklist

12 steps and 3 client requests.

  1. 1

    Review employee changes

    Check for new starters, terminations, pay rate changes, or leave updates in the payroll system.

  2. 2

    Confirm approved timesheets or pay details

    Ensure all hours worked, leave taken, commissions, or bonuses are correctly entered and approved.

  3. 3

    Process pay run in payroll software

    Generate the pay run and review gross wages, PAYE, KiwiSaver, ESCT, student loan, and child support calculations.

  4. 4

    Review pay run for accuracy

    Check for unusual variances, negative balances, or rounding differences before finalising.

  5. 5

    Send draft payroll to client for approval

    Share draft payroll and pay run totals (gross pay, deductions, PAYE, KiwiSaver, and ESCT) with the client for confirmation before filing or processing payments.

  6. 6

    File payday filing return with IRD

    Submit the Employment Information (EI) return via myIR or payroll software within 2 working days of payday.

  7. 7

    Send payslips to employees

    Distribute payslips through the payroll system or client communication channel.

  8. 8

    Schedule or process wage payments

    Generate the direct credit batch file or make payments via internet banking for employee net pay.

  9. 9

    Schedule PAYE, KiwiSaver, and ESCT payments

    Record amounts due to IRD for payment by the 20th of the following month (or 5th and 20th if a large employer).

  10. 10

    Reconcile payroll clearing account

    Confirm the payroll clearing account is cleared to zero once payments are made.

  11. 11

    Save payroll reports and backup files

    Save the pay run summary, detailed payroll report, and payday filing confirmation for recordkeeping.

  12. 12

    Record notes and mark payroll as complete

    Document any adjustments, corrections, or follow-up items for the next pay period.

What to request from the client

Built-in client requests so you collect everything in one go.

  • Confirm new or terminated employees

    Provide start or end dates and signed employee forms, including the IR330 tax code declaration and any KiwiSaver enrolment or opt-out forms where applicable.

  • Provide timesheets or missing pay data

    Upload approved timesheets or provide details for employees missing time entries.

  • Review and approve payroll

    Review payroll and approve the total payroll amount for payment, or confirm when funds are transferred.

Frequently asked questions

Run it once per pay cycle for each client, whether that is weekly, fortnightly, or monthly. The steps stay the same across frequencies, so you can set it up as a recurring job that creates the next run automatically.

The Employment Information (EI) return must be filed with Inland Revenue within two working days of each payday when filing electronically. This is separate from paying the PAYE, KiwiSaver, and ESCT amounts, which are generally due by the 20th of the following month.

Send client requests through the portal so clients can confirm new or terminated employees, upload approved timesheets, and approve the payroll total before you file. Everything, including signed IR330 forms, lands in one place rather than across email threads.

Yes. The checklist of subtasks does not change between pay frequencies, only the schedule does, so you can apply the one template and set the recurrence to match each client's pay cycle.

No. This is a general workflow template to help your firm run pay runs consistently, not tax or payroll advice. Always verify current Inland Revenue (IRD) rules, rates, and deadlines, as PAYE, KiwiSaver, ESCT, and payday filing requirements can change.

Other regions

Run this as a live workflow in Tidyflow

Turn this checklist into a repeatable job: subtasks your team checks off, requests your clients complete in their portal.

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