How_do_I_run_Checkout_for_Payroll_Year_End_

How do I run Checkout for Payroll Year End?

After you have performed the previous steps, run the Checkout to verify that there are no errors.

Important! If there are any errors on the Checkout report, contact customer support for assistance. Do NOT continue until the Checkout report is free of errors.

 

Running Checkout for Payroll Year End

1. Open Connect Payroll > Organization > Checkout.

2. Run Checkout for ALL employees.

3. Verify the Beginning Date and Ending Date.

These dates should default to the payroll year being closed. The routine will scan and check data from the selected year.

​

Important! If these dates are incorrect, DO NOT change them because the dates in the Connect Payroll application are not correct. Call customer support at (800) 243-8275 for assistance immediately. 

 

4. Click GO (CTRL+G).

The error report prints.


Here’s a list of common errors:

- Employee is missing a Social Security number. Use Modify Existing Employees to add the employee's Social Security number. [More] 

- Maximum wage limit changed and amounts need to be recalculated. Contact customer support for assistance at (800) 243-8275 or email us at support@caselle.com.

- Deduction amount does not match the calculated amount. Contact customer support for assistance at (800) 243-8275 or email us at support@caselle.com.
 

Did the error report list any errors?

  • Yes, there are errors on the report. Fix the errors. Some errors will include instructions on how to fix or resolve the error. If you need help, call customer support for assistance at (800) 243-8275. Do not continue until the Checkout report is error-free. [More]

  • No, the error report is error-free. Great news! The pay codes are ready to go. You’re ready for the next step.

 

IMPORTANT! If there are any errors on the Checkout report, contact Customer support for assistance at (801) 243-8275. Do NOT continue until the Checkout report is free of errors.

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • How do I run Checkout for Payroll Year End?

      After you have performed the previous steps, run the Checkout to verify that there are no errors. Important! If there are any errors on the Checkout report, contact customer support for assistance. Do NOT continue until the Checkout report is free of ...

    • 2e. Run Checkout

      After you have completed the previous steps, run Checkout to verify that the Payroll database is free of errors. You should fix any errors that appear on the error report before you continue to the next step. If you need help fixing an error, you can ...

    • 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 ...

    • 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, ...

    • 6e. Run checkout W-2 employees

      Search for errors in the converted W-2 data. How do I run Checkout W-2 Employees? 1. Open Connect Payroll > Government Reporting > Checkout W-2 Employees. 2. Use the Tax Year box to select the tax year that you are reviewing. Checkout W-2 Employees, ...