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Apple Mac - Using IR-File and Direct Credits

  • We recommend setting up a folder on your Apple Mac to store any files you export from Ace Payroll.
  • The main reasons you would do this is for the IRD's IR-File system, and your direct credit file for the bank.
  • Below we show the steps to do this, and also how to tell Ace Payroll where to save these files.

See Also
Apple Mac - Moving from Windows
Apple Mac - Using IR-File and Direct Credits

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On your Apple Mac, go to Finder and click on Documents.

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Once in the Documents folder, click on Settings and select New Folder.

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After having clicked New Folder you will be asked to name the new folder.

We suggest "Ace Payroll Files" or similar.

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You now have a new folder called Ace Payroll Files in the Documents Folder probably on the Y:\ drive of your computer.

The new folder is shown in the path selector shown below.

It is this folder you select for your Direct Credit and IR-File locations.

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Set the location of your Direct Credit file by selecting Make Payment then Setup then File Path as shown below.

For the file path, select the folder shown in the above Step 4.

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To change where your IR-File is saved to, go to Reports then IRD Returns then Lodge Monthly Return then click GO.

Then click on Setup then File Path which brings up your computer drives.

For the file path, select the folder shown in the above Step 4.

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You have now successfully told Ace Payroll where to save these files on your Apple Mac.

Remember that when you are importing the files - either to your bank or to the IRD - you will need to select these files from the folder you've created.

The screen below, from the IRD website, shows you the idea.

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Exclusions From IR348 Employer Monthly Schedule
If you do not deduct tax from an employee, contractor or company, the IRD does not want the details shown on the IR348 more..
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Dealing with the IRD on a regular basis is very easy. There are only two things to be done each month more..
Payroll Giving - Overview & Setup
Payroll Giving is a mechanism that allows staff to make charitable donations on a regular basis, and receive an immediate one third tax credit for the donation made more..
Alphabetical Index
The Ace Payroll alphabetical index provides links to all documentation more..
Ace Payroll FAQ Contents
All the most common Ace Payroll questions grouped by categories in a short table of key words more..
Ace Payroll Frequently Asked Questions
All the most common questions we are asked at Ace Payroll listed in a question format and grouped by category more..