Ted, did you get an answer on this question? I would like to know as well. We are planning our upgrade to 2018 and trying to get things in order before we do a test upgrade.

Hi Ted H and K Anderson

During conversion to Payroll 2.x the conversion wizard will ask you to map your current state and local tax groups to the new tax group, you will also be asked to setup new Tax Profiles.  This mapping will then be used to map existing data in payroll.  You will however, need to go into your employees after and verify their tax setup.  These mappings will be re-used during subsequent company conversions so that you do not have to re-map existing legacy groups to 2.x groups.

I hope that answers your question.

Elliott

Thank you for the info! Do you know if the conversion will completely remove each employee's tax info regarding W4's? For example, their filing status, exemptions, etc? We started the conversion to 2018 but it became too intricate and we were on a tight deadline so we have put it off until next year. Trying to estimate how much time it will take if we have to go through each of our employees and re-setup up their tax profiles!

Thanks so much!

The conversion should convert all the employee info, tax groups, filing status (there is a mapping for these in the conversion wizard as well), to the new 2.x employee table.  However, it should be reviewed after the conversion.  There is a new utility in the Payroll / Utility menu called 'Payroll Status Check' which will do a scan of your payroll company, looking for things that aren't setup.  This is a great place to start to see if there are other pieces that need to be setup after conversion.

E