Adding Payroll via W-2 Import

You can add to your payroll by uploading employee W-2s directly to the expenses page.

Large payroll lists can quickly be added by uploading employee W-2s.

To upload W-2s:

1. Navigate to the Payroll tab on the Expenses page.
2. Select W-2 Payroll Import tab under Import Expenses.
3. Click Upload Files  and select your files.
   1. Note: Only .pdf files are currently supported.
4. When all files have been added, click Import W-2s.
5. Wait for the process to complete. This may take several minutes.
   
   Note: If you upload W-2s and expenses are already present, there will be an extra step to match and confirm the W-2 import results with the payroll expenses that are already present. You will see this as an alert once the W-2 Processing is complete.