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    Payroll Year End

    • Preliminary tasks

      [+] Expand All

      Complete before generating forms

    • Install the latest payroll update
    • Turn on Automatic Updates for QuickBooks Payroll
    • Order year-end supplies
    • Verify active employee data
    • Perform any year-end bonuses
    • Verify terminated employee data
    • Verify and review benefit information for your employees
    • Review employee wages, sick time, and vacation hours
    • Verify and update your State Unemployment and State Disability Insurance rates
    • Verify 1099 Vendor Information for 1099 and 1096 form filing
    • Holidays

    • Nov 11: Veterans Day
    • Nov 26: Thanksgiving
    • Dec 25: Christmas
    • Jan 1: New Year's Day
    • Jan 18: Martin Luther King Jr. Day
    • Feb 15: Presidents Day
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