Payroll filing worksheets: 941, 940, W-2, and W-3
Prepare 941, 940, W-2, and W-3 worksheets from posted payroll, review them, and mark them manually reviewed — worksheets are not e-filed by KontoCore.
- Plans
- Payroll workspace (calculation pending CPA verification)
- Availability
- Rolling out in prelaunch
- For
- Owners, Bookkeepers, Accountants
- In KontoCore
Payroll → Filings → Worksheets
Built – unverified (prelaunch). Human certification pending.
What this does
Worksheets summarize wages, withholdings, and employer taxes for the period from posted or imported payroll, laid out to match the official forms’ lines.
They are preparation aids. KontoCore does not e-file them and does not submit anything to tax agencies. Payroll calculations remain pending independent CPA verification.
How to
Prepare and review
- 1Payroll → Filings → Worksheets; choose form and period.
- 2Generate and compare totals with your payroll register and liability payments.
- 3Resolve any differences.
- 4Choose Mark reviewed and add a note.
- 5File through your payroll provider or accountant, then record the filing reference.
Statuses and lifecycle
| Status | Meaning |
|---|---|
| Draft | Generated, not reviewed. |
| Reviewed | Manually reviewed by a user; not filed. |
| Stale | Underlying payroll changed after review — regenerate and review again. |
| Marked filed | You recorded an external filing. |
Corrections, voids, and reversals
- Correct the underlying payroll; the worksheet becomes Stale and must be regenerated.
Audit trail
- Generation and review record user, time, and note.
Availability and provider notes
- Built – unverified: this workflow exists in the prelaunch product but has not yet completed human certification. Review results before relying on them.
- E-filing and agency submission: Provider connection required. KontoCore does not e-file.
Permissions
- Payroll permission required.
What happens in your books
No accounting effect.
Common mistakes
- Treating Reviewed as filed.
Related articles
Payroll filings and compliance readinessSee which payroll returns and year-end forms are due, check readiness, and prepare figures — while filing itself happens through a provider or your accountant.Payroll history and reportsReview past pay runs, payroll registers, employee earnings, tax and deduction summaries, and job-costed labor, and export them for your accountant.Payroll liabilities and tax depositsTrack withheld and employer payroll taxes and deductions owed, record deposits and remittances, and reconcile payroll liability accounts to zero.Payroll in KontoCore: what it does todayHow payroll works in KontoCore: importing provider payroll, previewing calculations for 2026 federal and Ohio rules, and which filing and payment steps need a provider.
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Last reviewed October 6, 2026