YTD Report Samples from Previous Payroll Providers
What does a year-to-date (YTD) or quarter-to-date (QTD) report look like from my previous payroll provider?
Purpose: When switching to BambooHR Payroll, you will need to provide current year-to-date (YTD) and quarter-to-date (QTD) payroll data (including wages, taxes, and deductions) from your last payroll provider. Providing this data will ensure that W-2s are accurate at the end of the year. The data comes in a variety of formats and can be confusing to figure out which reports we will need. This help guide shares examples of report names and helpful screenshots from the more common payroll providers.
Samples from Common Payroll Providers
If your previous payroll provider is not listed, take a look at some of the screenshots to see what kinds of reports are most helpful to upload to the Previous Provider Data section of the Payroll Onboarding checklist. The report you supply during Payroll Implementation will need to include all wages, taxes, and deductions for each employee.
ADP Payroll Allocation PDF
ADP Payroll Register Excel
ADP Payroll Details PDF
ADP Client List PDF
ADP YTD Summary Excel
ADP Wage & Tax Register Excel
ADP Workforce: Payroll Register Excel
A Plus Payroll Payroll Register (By Pay Statements): Payroll Register By State Excel
Ceridian Excel YTD
Escalon Payroll Wage, Tax, and Deduction Summary PDF
ExecuPay Employee Summary Earnings PDF
ExecuPay Payroll Register PDF
Gusto Payroll Journal Report (Payroll Journal Summary by Employee) PDF
Heartland Check History Summary Report PDF
iSolved/PayLogics Employee Payroll Breakdown YTD PDF
iSolved/PayLogics Periodic Payroll Register
Namely Payroll Register for Period Report PDF
Paychex Payroll Register PDF
Paychex Employee Earnings Record PDF
Paychex Payroll Journal PDF
Paycom Employee YTD Balance Report PDF
Paycor Expanded YTD List PDF
Payroll Register Summary
PrimePay Labor Distribution Report
Quickbooks Desktop Excel Export
Quickbooks Cumulative Payroll Details Excel YTD
Quickbooks YTD Employee Payroll Summary Excel
Quickbooks Payroll Summary by Employee Report (Excel only)
SurePay Payroll Summary PDF
SurePay Year-to-Date PDF
Zenefits Payroll Journal Report PDF
Zenefits Individual Earnings Report Excel
