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. 

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Year-End Employer Checklist

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Verification

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• Provide the Employee Year-End Verification Checklist to your employees via email or printed copy to verify their personal info using Employee Self-Service or their most recent pay stub.

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

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​Wage and Information Reporting

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

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

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• 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.​

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

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Download the isolved People Cloud App: 

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Stay connected with your payroll information! The iSolved People Cloud app allows employees to access pay stubs, tax forms, and update personal information anytime, anywhere. Download it today from the App Store or Google Play.

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