Prior Payroll Information Needed for Beyond
If you are new to Beyond and your company has already paid wages in 2025, you will need to provide prior payroll information through payroll reports. This data is essential for calculating employee withholdings and deductions accurately and for processing year-end forms and filings.
The accuracy of all calculations and filings depends on the quality of the payroll information you provide. Please read these instructions carefully to ensure your reports include all required details.
Date Range and Report Totals
| Quarter | How Reports Should Be Totaled |
|---|---|
| Q3: July 1 – Present | Payroll data must be itemized by check date, employee, and pay type. |
| Q2: April 1 – June 30 | Payroll data can be totaled by quarter. |
| Q1: Jan 1 – Mar 31 | Payroll data can be totaled by quarter. |
For Q3, each employee’s gross wages, taxes, and net pay must be listed separately to allow Beyond to accurately calculate tax contributions for the remainder of the year.
Prior Payroll Data Migration and Setup
After your employees and/or contractors are added to Beyond, we will enter their prior wages for this calendar year. Follow this guide closely to ensure all required totals are provided.
Report Pay Information by Check Date, Not Pay Period
Payroll tax filings are based on the check date rather than the pay period. Always use the check date when determining which period your prior payroll data belongs to.
How Prior Pay Reports Should Be Categorized
Reports must be organized in columns by pay category, including:
- Gross Wages
- Employee Taxes
- Employer Taxes
- Section 125 Deductions
- Other Pre-Tax Deductions
- Other Standard Post-Tax Deductions
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Each category may include multiple pay types. For example, gross wages should list regular, overtime, sick, and holiday pay separately.
How Prior Pay Reports Should Be Totaled
- Current Quarter (Q3: July 1 – Present):
- Reports must be separated by check date.
- Include employer tax contributions, employee gross wages, and any pre- or post-tax deductions.
- Organize by employee and pay type to detail all taxes and net wages.
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- Q1 (Jan–Mar) and Q2 (Apr–Jun):
- Reports can be consolidated by quarter instead of by check date.
- Include the same pay categories and totals for the quarter: employer tax contributions, employee gross wages, and deductions.
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For example, if a pay period spans June 12–25 (Q2) but the check date is July 2 (Q3), it must be included in your Q3 report.
Our Tax Accuracy Guarantee
Beyond takes payroll tax accuracy very seriously. Our Tax Accuracy Guarantee ensures we calculate and file correctly based on the information you provide.
It is crucial that you submit accurate details about your company, employees, states/districts of operation, tax IDs, and tax rates. While Beyond covers all calculations and filings based on your data, if requested information is not provided by you, any affected filings or payments may not be covered under our guarantee.
Need Help?
If you still have any questions, please don’t hesitate to reach out. Our team will be happy to provide answers and assist you in any way we can.