How do I download and print the Payroll Year-end Checklist?

• Related Articles

• How do I download and print the Payroll Year-end Checklist?

  You'll need to download both the XML. The instructions to complete the Payroll Year-end Checklist are included on the XML. The XML file is the file that you'll import into the Connect Electronic Checklist, it's the checklist that flies out from the ...

• Step 1d. Install the Payroll year end checklist (XML)

  There are a few changes to the Payroll Year-end Checklist for 2024. You should delete the XML for prior Payroll Year-end Checklists. This will prevent you from accidentally working on the checklist from a prior year. And then you should download and ...

• Quick Start - Payroll Year-end Steps Checklist

  Payroll Year-end Checklist This section is for those of you who have completed the year-end steps checklist before or for those of you who want a really short summary of the steps that your about to complete. If you open the PDF on your computer, ...

• Payroll Year-end FAQs

  Should I install program updates prior to beginning my Payroll year-end process? Yes, you’ll need to load all program updates before you start the Payroll Year-End Checklist. Usually, the information you’ll need from the IRS and year-end reporting is ...

• Payroll Year End - Reconciliation Worksheet

  You can use this worksheet to reconcile quarterly reports, annual 941 report, employee tax summary, and payroll history. After you print the reports (as part of the year end checklist), enter the values or totals from the reports into the worksheet. ...