Before You Finalize Your Year-end Review and update employee information The payroll-related dates and tasks outlined below should help you meet the minimum requirements and guide you in the other tasks you need to accomplish.
They must not only end the year concerning their payroll tasks, but also prepare for the filing of payroll-related taxes, sending W-2s and the many other things that must get done. With that said, the generalities of the checklist-including most of the dates outlined-would apply in any payroll situation and to anyone performing year-end payroll duties, regardless of the payroll product(s) they were using.ĭecember, January and February are crucial months for every business with payroll. This year-end checklist is written for users of QuickBooks Desktop Payroll products, including: We are here to help with checklists for both QuickBooks Desktop Payroll and QuickBooks Online Payroll. Look for QBO Payroll in the near future. Look for both payroll and non-payroll topics.ĭecember has arrived, and that means it is time to handle end-of-the-year payroll and get ready for the new year. Editor's Note: December is 'Managing Your Year-end Month' at Insightful Accountant, including a series of features to help you prepare for year-end.
