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Year-End Employer Checklist

To help prepare for a successful Year-End, please review this checklist which encompasses reminders to ensure a smooth transition into the new year.


We truly appreciate your business and look forward to continuing to service your payroll needs. Please refer to your Year-End Guide for further information regarding Year-End preparation. 

Year-End Employer Checklist


  • Verify FEIN, State, Local ID, and rates are correct on your payroll reports (found in your client portal).

​Wage and Information Reporting

  • Verify all employee compensation is reported for the current tax year, including bonuses, benefits and third-party sick pay.

  • Forward tax rate and deposit notices for the upcoming year that you have received from Federal, State, & Local tax agencies.

  • Gather and report benefit information (group term life, S-corp insurance, persona use of company car, etc.) on or before the last Wednesday of the year.

  • Report any manual and/or voided checks that were processed in house on or before the last Wednesday of the year.

Streamlined Year-End

  • Send your employees' email addresses to our payroll team to have Employee Self-Service (ESS) set up at no added cost so they have access to pay stubs, W-2s, and more, 24/7.

  • Set up your secure online client portal to review reports and employment tax returns such as quarterly 941s, W-2s, etc.

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