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]

 

 

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