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 paystub information from each prior quarter for all employees needing end of year W-2 forms. Enter that information here.
From the main menu, click “EMPLOYEES”.
Click on the employee you wish to add starting balances for.
Add wages paid and taxes withheld for each quarter.