Free checklist

Year-end payroll checklist

Year-end payroll has a hard deadline and a long tail of corrections. Collect the inputs early and keep them in one place.

Documents (6)

1
Annual payroll register
All payroll runs for the year, with taxes and deductions.
2
Quarterly tax filings
Filed returns and payment confirmations for each quarter.
3
W-2 / 1099 data
Contractor payments and employee address or status changes.
4
Benefits reconciliation
Year-end benefit statements and employer contributions.
5
Adjustments and corrections
Prior-period corrections, clawbacks and final settlements.
6
Year-end bonuses
Approved bonus runs and their tax treatment.

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