Webinar_Payroll_Year_end_Preparation_56m06s_

Webinar: Payroll Year-end Preparation (56m06s)

This webinar talks about the tasks you can work on to prepare to close the payroll year end. You need to wait until the last payroll of the year is finished before you can begin the Payroll Year-end Checklist, but you can get a head start by working on a few tasks while you wait. 

In this webinar, learn how to: 

  • Find out if I need to file electronically

  • Install program updates

  • Verify pay codes and rate limits

  • Verify GL updates

  • Set up annual report for reporting Box 12 codes

  • Set up annual report for reporting 401(k)

  • Use the reconciliation spreadsheet

  • Verify employee information

  • Verify leave time

  • Q&A: 941s don't match, leave time, third party sick pay, exempt from Social Security withholding

Resources:

  • BOSS ID [ssa.gov/bso] 

  • 2024 Payroll Year-end Checklist [XML] [More]

  • Reconciliation spreadsheet [XLXS]

  • Third party sick pay [More]

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • 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, ...

    • Webinar: Step 1. Upload year-end checklist (4m30s)

      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 ...

    • 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 ...

    • 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. ...