Start a conversation

Do I need to provide payroll history reports when I switch to a different payroll service?

When you switch payroll providers in the middle of the calendar year, you will need to provide us with wage (or payroll) history reports for all employees. This will ensure we can accurately capture payroll wages for the entire tax year on each employee’s W-2 or 1099-NEC forms. Your employees will only receive a W-2 or 1099-NEC form at the end of the calendar year from your business.  


As part of your SurePayroll service, we’ll walk you through the reports you need to collect, complete with examples. Then, we’ll take it from there. With the reports you upload, our team of experts will enter your wage history details in your account for you.  


You’ll get more information about the payroll reports needed during enrollment.  


Please see the attached examples of payroll wage history reports. 



 


Individual_Check_Date_-_Sample_Payroll_Summary.pdf

  1. 62 KB
  2. View
  3. Download

Year-to-Date_Through_1st_Quarter_-_Sample_Payroll_Summary.pdf

  1. 61 KB
  2. View
  3. Download
Download all
Choose files or drag and drop files
Was this article helpful?
Yes
No