ezAccounting: How to Start Payroll in Mid-year by Entering YTD Data Manually

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Customers can start to use ezAccounting payroll feature any time in a year. Here is the step by step guide about how to enter YTD data manually if you need to enter previous payroll data.

What is YTD

YTD means Year-to-date. It is a period from the beginning of the current year, and continues up to the present day. The YTD information on the check stubs should be updated automatically each time you add a new paycheck.

Who Need to Use This Manual YTD Feature

This YTD entry feature is for customers who start ezAcounting in mid-year. (If you start ezPaycheck from Jan 1, you do not need to enter YTD manually.)

With ezAccounting manual YTD feature, you do not have to enter the old paychecks one by one. You can enter the summary information of the old paychecks quickly.

How to Enter the YTD Manually

#1: Open YTD Manual Input screen

Open Employee list
- You can click the "Employee List" button from control panel - Or you can click the top menu "Payroll/Employees" then click the sub menu "Employee List"

Note: If you enabled security set up for payroll feature, you need to enter password to view payroll data.

Select this employee from list

Click the bottom link "Input/View History YTD data for XXXX" to view YTD input screen

employee list

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Step 2: Enter the YTD data manually

You can enter the summary information for 1/1/2015 to 6/30/2015 if the first paycheck is from 7/1/2015. Please make sure you enter all the data there.

enter YTD manually

(Click image to enlarge)

Need more information

You can learn more about ezAccounting payroll features from FAQs.

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