You can always press Enter⏎ to continue
Payroll History Upload

Payroll History Upload

  • 1
    Press
    Enter
  • 2
    What quarter do you plan on beginning using Clergy Financial to process payroll?
    Press
    Enter
  • 3
    Press
    Enter
  • 4

    Starting with the first payroll of Q1

    No Payroll History is required.

    Press
    Enter
  • 5

    Q1 Start (Mid-Quarter)
    Since you've run payroll in the same quarter in which you're starting, we'll need to reconcile the quarter for filing purposes.  Here's what we'll need:

    • Payroll Details report for each payroll in Q1
    • Federal 941 form from previous quarter
    • State Quarterly form from previous quarter (if applicable)

     

    The Payroll Details report is a summary of each person's wages, deductions, taxes. It should be the same data that is on a typical paystub.

    Press
    Enter
  • 6

    Q2 Start (Beginning)
    Here's what we'll need:

    • Payroll Details report Jan 1 - March 31
    • Federal 941 form from previous quarter
    • State Quarterly form from previous quarter (if applicable)

     

    The Payroll Details report is a summary of each person's wages, deductions, taxes. It should be the same data that is on a typical paystub, but summarized for the whole period.

    Press
    Enter
  • 7

    Q3 Start (Beginning)
    Here's what we'll need:

    • Payroll Details report Jan 1 - June 30
    • Federal 941 form from previous quarter
    • State Quarterly form from previous quarter (if applicable)

     

    The Payroll Details report is a summary of each person's wages, deductions, taxes. It should be the same data that is on a typical paystub, but summarized for the whole period.

    Press
    Enter
  • 8

    Q4 Start (Beginning)
    Here's what we'll need:

    • Payroll Details report Jan 1 - Sept 30
    • Federal 941 form from previous quarter
    • State Quarterly form from previous quarter (if applicable)

     

    The Payroll Details report is a summary of each person's wages, deductions, taxes. It should be the same data that is on a typical paystub, but summarized for the whole period.

    Press
    Enter
  • 9

    Q2 Start (Mid-quarter)
    Since you've run payroll in the same quarter in which you're starting, we'll need to reconcile the quarter for filing purposes.  Here's what we'll need:

    • Payroll Details report for Jan 1 - March 31
    • Payroll Details report for each payroll in Q2
    • Federal 941 form from previous quarter
    • State Quarterly form from previous quarter (if applicable)

     

    The Payroll Details report is a summary of each person's wages, deductions, taxes. It should be the same data that is on a typical paystub.

    Press
    Enter
  • 10

    Q3 Start (Mid-quarter)
    Since you've run payroll in the same quarter in which you're starting, we'll need to reconcile the quarter for filing purposes.  Here's what we'll need:

    • Payroll Details report for Jan 1 - June 30
    • Payroll Details report for each payroll in Q3
    • Federal 941 form from previous quarter
    • State Quarterly form from previous quarter (if applicable)

     

    The Payroll Details report is a summary of each person's wages, deductions, taxes. It should be the same data that is on a typical paystub.

    Press
    Enter
  • 11

    Q4 Start (Mid-quarter)
    Since you've run payroll in the same quarter in which you're starting, we'll need to reconcile the quarter for filing purposes.  Here's what we'll need:

    • Payroll Details report for Jan 1 - Sept 30
    • Payroll Details report for each payroll in Q4
    • Federal 941 form from previous quarter
    • State Quarterly form from previous quarter (if applicable)

     

    The Payroll Details report is a summary of each person's wages, deductions, taxes. It should be the same data that is on a typical paystub.

    Press
    Enter
  • 12
    Drag and drop files here
    Select files to upload
    Max. file size: 10.6MB
    Cancelof
    Press
    Enter
  • Should be Empty:
Question Label
1 of 12See AllGo Back
close