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Year End Check List – It’s that time of the Year again!! Some useful tips:

  • Posted
  • Dec 07, 2017
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Year End Check List – It’s that time of the Year again!! Some useful tips:

 Create 2018 Payroll Calendar & Holiday Schedule
Review W-2 Data (SSN, Address) before final print
Complete a W-4 Audit, verifying state
Complete a WC Code Classification Audit
Complete a Job Title/Description Audit, ensure all EEs have one
Create 2018 Payroll Tax Folders, Time keeping Folders, Payroll Report Folders
Create 2018 401k Binder for payments, adjustments, letters from administrators
Create 2018 WC Binder for payments, adjustments, letters, reclassifications
Place Change of Address Forms on your company intranet & in lunchrooms
Upload new Benefit data into your payroll system, run trial tests before 1st payroll
Create 2018 Benefit Rate sheet (EE Cost, ER Cost, Cobra Cost)
Enter Fringe Benefit data from A/P, 3rd Party Sick Pay Data, Gift Cards w/cash value
Oder Labor Law Posters for 2018
Create Important Message Log for 2018 (Paystub message)
Ensure 1095C Data is complete/accurate
Submit requests to Payroll Service for any extra (Bonus) runs early
Audit EE Locations for Worksite EDD Report
Review Wage & Tax Reports & Fix before last payroll of the year
Verify with Accounting Dept any updates to Department and GL numbers
Update Self Service Forms, if needed
Complete an I9 Audit
Provide Total Compensation Statements to all EEs, listing all costs, pay, benefits, etc.
Create 2018 tasks Calendar (Qtrly tax form filing, WS filing, Training, Safety, etc.)
Review EE Handbook for updates
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