Year-to-date import

Free

Switching mid-year? Import prior-payroll wages so this year's federal filings still come out correct.

Where to find itGetting started → Import prior payroll

How it works

  1. 1

    Enter or upload prior wages

    Add each employee's year-to-date wages and withholding one by one, or download a CSV template pre-filled with your employees and upload it back.

    Year-to-date import: Enter or upload prior wages
  2. 2

    Part of the setup checklist

    It's one step in Getting started, alongside company settings, tax rates, employees, users and email.

    Year-to-date import: Part of the setup checklist

Good to know

  • Federal only for now — state filings for the transition quarter still need to be filed the way you already do.

Screenshots show a demo company with sample data.

Run payroll yourself, for less

Free for up to ten employees; Pro is $20/month with no per-employee fees.

v3.1.0