Caselle Support | Home

Year-End Support

We apologize for the delayed response times you may have experienced while reaching out to support recently. Due to a higher-than-normal call volume at year-end, our response times have been impacted, and we appreciate your patience.

Thank you for your understanding and continued partnership as we do our best to get back to everyone as quickly as we can.  If you are working on year-end processing, many helpful Year-End Resources can be found at www.caselle.com/year-end. Our team is working as fast as we can to support you.

All of us at Caselle wish you and yours a very happy holiday season!
    • Recent Articles

    • Classic Year-End - 2025

      It is that time of the year again to perform our year-end procedures. We have accumulated several documents and resources to assist you in your year-end processing. Please utilize the resources listed below to assist in stepping through the ...
    • Clarity Year-End - 2025

      It is that time of the year again to perform our year-end procedures. We have accumulated several documents and resources to assist you in your year-end processing. Please utilize the resources listed below to assist in stepping through the ...
    • How do I filter employees by tax year? (ACA)

      Look up an employee's ACA information by the filing tax year. Filtering employees by tax year helps you review and finalize ACA reporting. The ACA requires employers to report health coverage information for each calendar year. Viewing employees ...
    • How do I add an ACA correction?

      Use a correction file when the transmission status is accepted with errors. Use the Acknowledgement File to enter corrections in the employee information and employer information and then submit the correction file to the IRS. Important! None of the ...
    • ACA FAQs

      Videos What about my employees who did not accept health insurance coverage? ACA is a reporting of health insurance that was offered to the employee. It does not report if the employee accepted the health insurance offer. So, ACA reporting tells the ...
    • Popular Articles

    • How do I close year-end in General Ledger?

      Closing the year-end is a step in the Year-end Checklist. When you are done with the last month of the year, your ready to close the year end.  Closing the year-end is a "soft close", which means Connect will add one year of future dates and you can ...
    • Adding an Activity Number to an Existing Transaction

      When we enter an invoice and forget to add a GL Activity number, we have the ability to add it after the fact in the General Ledger.  Follow these steps: Go to General Ledger | Journals | Enter Journal Amounts. Specify the appropriate Journal ...
    • Connect Quarterly Update - 2022.08

      Release Date:         August 2022 Version:                 2022.08 Install Instructions:      Install instructions WITH COWS                                      Install instructions WITOUT COWS All Applications  Print Settings Print options section ...
    • Can I work in more than one fiscal year?

      The answer to this question is “yes”.  You can run Close Year-End at any time once you are in the new fiscal year.  For example, let us say that my fiscal year end is December.  I can run Close Year End right away in January, if I choose.  This will ...
    • How do I reopen a closed period?

      If you have the proper permissions, you have the ability to reopen a closed period.  Follow these steps: 1.  Open General Ledger > Organization > Organization. 2. Find the Last period closed field.  Change the field to the period preceding the period ...