Start a conversation

Enter quarter-to-date (QTD) and year-to-date (YTD) amounts

  1. Navigate to the employee's YTD amounts tab.
  2. Quarter-to-date (QTD) amounts – if you are switching payroll providers mid-quarter, enter the QTD amounts for the current quarter. 
  3. Year-to-date (YTD) amounts – if  you are switching payroll providers and the employee has been paid during the year, enter the YTD amounts off the employee's final paystub.
  4. These amounts form the starting balances for the first payroll you process in Wagepoint. Note: QTD and YTD amounts have to be entered before you process your first payroll in Wagepoint. Any adjustments to QTD or YTD amounts after payroll has been processed will be charged as per our Terms of Use
  5. Save changes.

Terminated employees

  1. Enter QTD and YTD amounts for terminated employees if you need W2 / 1099 forms at year-end. Note: minimum of two payrolls need to be processed within the calendar year for Wagepoint to prepare and submit W2 / 1099 forms on your behalf. See Terms of Use.
Choose files or drag and drop files
Was this article helpful?
Yes
No
  1. Leena @ Wagepoint

  2. Posted
  3. Updated

Comments