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Submit Previous Payroll Documentation: Year-to-Date
Submit Previous Payroll Documentation: Year-to-Date

What you need to know about the payroll documentation, or year-to-date (YTD), needed to set up your Fingercheck account.

Jeffrey Mo avatar
Written by Jeffrey Mo
Updated over a week ago

When you are an existing company moving over to Fingercheck from another payroll provider, you'll need to set up your Fingercheck account. You will be asked to submit documentation regarding your payroll history for the current year.


How to prepare your data

To prepare, you'll need to provide us with the following information for all active and terminated employees who were paid this year:

  • Year-to-date (YTD) pay information from the current quarter

  • YTD pay information from each prior quarter

Here's a breakdown to help you figure out what documentation you need to collect:

Q1: First check date in Fingercheck is Jan 1–Mar 31

If your anticipated first check date in Fingercheck is in Q1 (Jan 1 - Mar 31), we will need reports of every pay stub (with YTD amounts) that was issued in the current quarter.

Q2: First check date in Fingercheck is Apr 1–June 30

If your anticipated first check date in Fingercheck is in Q2 (Apr 1 - Jun 30), we will need:

  • YTD amounts on the last pay stub of Q1 (with a check date of Mar 31 or earlier)

  • Reports of every pay stub (with YTD amounts) that was issued in the current quarter.

Q3: First check date in Fingercheck is Jul 1–Sept 30

If your anticipated first check date in Fingercheck is in Q3 (Jul 1 - Sept 30), we will need:

  • YTD amounts on the last pay stub of Q1 (with a check date of Mar 31 or earlier)

  • YTD amounts on the last pay stub of Q2 (with a check date of Jun 30 or earlier)

  • Reports of every pay stub (with YTD amounts) that was issued in the current quarter.

Q4: First check date in Fingercheck is Oct 1 - Dec 31

If your anticipated first check date in Fingercheck is in Q4 (Oct 1 - Dec 31), we will need:

  • YTD amounts on the last pay stub of Q1 (with a check date of Mar 31 or earlier)

  • YTD amounts on the last pay stub of Q2 (with a check date of Jun 30 or earlier)

  • YTD amounts on the last pay stub of Q3 (with a check date of Sept 31 or earlier)

  • Reports of every pay stub (with YTD amounts) that was issued in the current quarter.


Thank you for using Fingercheck. If you have any questions on this article's topic, you can reach out to our team at 1-800-610-9501 or use the chat option below.

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