In some cases, the information you request in the census file has already been provided by the employer throughout the year . Can you use the previously provided data for your compliance tests?

Betterment is not a tax advisor. The information provided in our Support Center is educational and should not be considered tax advice. Please consult a tax professional.

While you submit payroll records periodically throughout the year, the compliance test requires a full-year view of payroll records to ensure accuracy.  We reconcile the full-year view provided during compliance season with the periodic payroll submissions made throughout the year.