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 right-side of the application.
Payroll Year-end Checklist PDF
Click here to download the Payroll Year-end Checklist PDF (Steps checklist from the XML). Use this link to download the Adobe Acrobat Reader.
2024 Payroll Year-end Quick Start [PDF]
Payroll Year-end Checklist XML
Download and import the Payroll Year-end Checklist XML into the Connect steps checklist fly-out menu.
2024 Payroll Year-end Checklist [XML]
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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 ...
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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 ...
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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 ...