How do I set an employee's beginning balances?

If you’ve run prior payroll outside of Workful, you will need to enter your beginning balances for each quarter to ensure proper annual accounting.

Check with your old provider for year-to-date payroll information from each prior quarter for all employees needing end of year W-2 forms. You can also find this information by looking at your employees' pay stubs.

• If you are entering beginning balances for Quarter 1, look at the year-to-date section of the employee's last pay stub dated on or before March 31.
• If you are entering beginning balances for Quarter 2, look at the year-to-date section of the employee's last pay stub dated on or before June 30. Then, subtract the information entered for the first quarter.
• If you are entering beginning balances for Quarter 3, look at the year-to-date section of the employee's last pay stub dated on or before September 30. Then, subtract the information entered for the first and second quarters.
• If you are entering beginning balances for Quarter 4, look at the year-to-date section of the employee's last pay stub dated on or before December 31. Then, subtract the information entered for the first three quarters.

To add beginning balances, click Team Members.

Select the employee's name.

Click VIEW beside "Starting Balances."

Click EDIT.

Add wages paid and taxes withheld for each quarter.

Then, click SAVE.

Click Close.