Payroll filings and compliance readiness
See which payroll returns and year-end forms are due, check readiness, and prepare figures — while filing itself happens through a provider or your accountant.
- Plans
- W-2 readiness: Core and above
- Availability
- Provider connection required
- For
- Owners, Bookkeepers, Accountants
- In KontoCore
Payroll → Filings · Compliance
Electronic filing: Provider connection required. KontoCore does not file payroll returns itself.
What this does
The Filings page lists periods and their readiness: whether wages, withholdings, and deposits recorded in KontoCore reconcile, and whether employee data needed for W-2s is complete.
Readiness is a checklist and summary for your preparer. It is not a filed return and not tax advice.
How to
Prepare a period
- 1Payroll → Filings; choose the quarter or year.
- 2Resolve readiness issues (missing SSN, address, unreconciled deposits).
- 3Export the summary for your provider or accountant.
- 4After filing elsewhere, record the filing date and confirmation reference.
Statuses and lifecycle
| Status | Meaning |
|---|---|
| Not ready | Data issues remain. |
| Ready | Figures reconcile; ready for your preparer. |
| Marked filed | You recorded that it was filed externally. |
Corrections, voids, and reversals
- If a filed period changes, the period returns to Not ready and shows the difference; amend through your provider.
Provider and availability notes
- Electronic filing and agency submission require a connected payroll provider.
- State coverage is limited to Ohio for calculation; other states’ filings are entirely provider-managed.
Permissions
- Payroll and accountant-access users with payroll scope.
What happens in your books
Filings post nothing. Deposits and payments are recorded under Payroll liabilities.
Common mistakes
- Treating “Ready” as “Filed”.
Related articles
Payroll filing worksheets: 941, 940, W-2, and W-3Prepare 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.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.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 history and reportsReview past pay runs, payroll registers, employee earnings, tax and deduction summaries, and job-costed labor, and export them for your accountant.Taxes overviewSales tax, contractor reporting, public tax-source status, and what KontoCore does and does not do.
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Last reviewed October 6, 2026