Step 1. Before you get started
Step 1. Before you get started
Payroll Year-end Checklist
Complete this step to set up the Payroll application so you're ready to start working the Payroll Year-end Checklist.
Complete these steps in order
You must complete the Payroll Year-end Checklist in order to close the current payroll year.
Install the latest version of Connect (2024.11.141 or later)
Do install the latest version of Connect. It has changes to the W-2 Form, changes to the tax tables, and the Pay Code list. You should be running Connect 2024.11.141 or later. [More]
Print the quarterly reports for the fourth quarter
Print the quarterly reports required for your site for the fourth quarter; include federal and state quarterly reports. [More]
Print W-2s as soon as possible
When you’ve finished the Payroll Year-end Checklist, print the W-2s as soon as possible. Ideally, you should print W-2s as soon you finish the last payroll of the year and before you begin the first payroll of the new year.
Wait to load new tax rates
DO NOT load the new tax rate information until AFTER the Payroll Year-end Checklist is finished.
Watch a video
Before you start working on the checklist
1a. Close the last payroll of the year
1b. Install the latest version of Connect
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