- If you start using Intuit Payroll mid-year…you have to tell the Payroll Setup Interview…your year-to-date totals for paychecks, tax payments…and other payments like benefits.…That way at the end of the year…the program can produce payroll reports and W-2s…you need to file taxes.…To fill in Year-to-Date Payrolls,…over on the left side, click Year-to-Date Payrolls…and you'll see an intro screen.…Go ahead to the bottom right and click Continue.…
Now the next screen helps you decide…whether you have to fill in Year-to-Date values.…For example, if you're aren't paying anyone until next year…or you haven't processed payroll this year,…you don't have Year-to-Date totals to fill in.…And if you've just hired your first employee…and you haven't done payroll before,…you certainly don't have Year-to-Date Payroll values.…On the other hand, if you're switching…from one Intuit payroll service to another…you don't have to fill in the values…because the previous service already knows those numbers…and they're available to you.…
Author
Updated
1/8/2018Released
12/17/2014- Signing up for Intuit Payroll
- Working with the Setup Wizard
- Entering compensation and benefits items
- Setting up employees
- Defining payroll taxes
- Recording historical payroll data
- Running payroll
- Managing payroll liabilities
Skill Level Intermediate
Duration
Views
Q: This course was updated on 12/08/2017. What changed?
A: The following topic was updated: signing up for QuickBooks Payroll.
Related Courses
-
QuickBooks Desktop: Tips and Tricks
with Bonnie Biafore3h 13m Intermediate
-
Introduction
-
Welcome57s
-
Using the exercise files3m 32s
-
-
1. Getting Started
-
What you need for payroll2m 15s
-
-
2. Setting Up Company and Employee Payroll Information
-
Setting up payroll accounts4m 30s
-
Creating compensation items3m 20s
-
Defining retirement benefits4m 21s
-
Creating employee records8m 42s
-
-
3. Defining Payroll Taxes
-
4. Finalizing Payroll Setup
-
Entering year-to-date totals4m 53s
-
Editing payroll items1m 46s
-
-
5. Running Payroll and Paying Liabilities
-
Running payroll9m 45s
-
Running payroll reports3m 24s
-
Paying payroll liabilities3m 55s
-
-
Conclusion
-
Next steps55s
-
- Mark as unwatched
- Mark all as unwatched
Are you sure you want to mark all the videos in this course as unwatched?
This will not affect your course history, your reports, or your certificates of completion for this course.
CancelTake notes with your new membership!
Type in the entry box, then click Enter to save your note.
1:30Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.
Share this video
Embed this video
Video: Entering year-to-date totals