South Africa Tax Year End Checklist
ETI Checklist
Retirement Reform Checklist
Reimbursive KM Guideline
RSA Periodic Reconciliation Checklist
Checklist: Release Tax Certificates to WebSS
Find answers to frequently asked year-end questions. Select from options found in the table of contents on the left or select a topic below:
Preparation
Reports
Tax File Submission
Tax Year End
Get step-by-step assistance with our online…
Use these helpful checklists to guide you step-by-step through year-end procedures.
Starting a new calendar year checklis t
This checklist includes steps on closing payroll reporting and starting a new calendar year.
Starting a new fiscal…
Browse year-end checklists that can help you with critical tasks during this busy time of year.
Payroll Year-End Checklist
Financial Year-End Checklist
Closing the Fiscal/Payroll Year Recommendations
Purging Unnecessary Data
Develop a timeline, manage checklists for tasks that need to be completed, and assign responsibility.
For details on what tasks need to be accomplished in each application, select a checklist from Sage 300 CRE Canadian Year-end checklists below:
…
Find answers to frequently asked year-end questions. Select from options found in the table of contents on the left or select a topic below:
Year-end Checklists
Canada Checklists
US Checklists
Payroll
Product and Tax Updates
Reports…
Perform all tasks in your current company data folder unless directed otherwise.
p Review the Recommended Timeline of Year-End Tasks. How?
p Review and complete setup requirements for the Affordable Care Act.. How? Watch it
p Order W-2 Forms from…
Perform all tasks in your current company data folder unless directed otherwise.
p Review the Recommended Timeline of Year-End Tasks. How?
p Read about the year-end processes. Note that you will advance to the new fiscal year without closing the old…
Perform all tasks in your current company data folder unless directed otherwise.
p Review the Recommended Timeline of Year-End Tasks. How?
p Order T4 Forms from Sage CRE Forms. ( www.sagecreforms.biz 800-760-7929) How?
p Print and post all payroll…
Step 1: Complete all transactions for the year
Before you run your final financial reports, all transactions must be completed for that year.
Step 2: Fixed Asset year-end procedures
The following information applies only if you…
p Record and post all entries for the fiscal year. Review and correct rejected entries.
p Verify that all suspense type accounts have a zero balance. How?
p Print trial balance and other normal month-end reports, and verify that General Ledger is…
p Record and post all entries for the fiscal year. Review and correct rejected entries.
p Reconcile Accounts Payable to itself. How?
p Reconcile Accounts Payable to General Ledger. How?
p Print management reports.
p Make a backup of your entire…
p Run and post the final payroll for the year that you are closing. This includes all checks dated in that year.
p Reconcile employee totals. How?
p Reconcile payroll tax totals. How?
p Reconcile Payroll to General Ledger. How?
p Print management…
p Record and post all entries for the fiscal year. Review and correct rejected entries.
p Verify that all suspense type accounts have a zero balance. How?
p Print trial balance and other normal month-end reports, and verify that General Ledger is…
p Record and post all entries for the fiscal year. Review and correct rejected entries.
p Reconcile Accounts Payable to itself. How?
p Reconcile Accounts Payable to General Ledger. How?
p Print management reports.
p Make a backup of your entire…
Get started processing your year-end payroll and reporting processes. For more information regarding the Affordable Care Act or CCPA, please see our info page here
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Use this checklist to guide you through preparing your Year End Payroll & AP 1099 information.
This section has information about which payroll reports to run and how to process your Federal and State forms including the W-2/W-3, 940, 941, and 1099…
Use this checklist to guide you through preparing your Year End payroll information.
This section has information about which payroll reports to run and how to process your Federal and State forms including the W-2/W-3, 940, 941, and 1099/1096 forms…
p Reconcile Property Management receivables to General Ledger. How?
p Print management reports.
p Make a backup of your entire database if you haven't already done so. How?
p Install year end software update before generating 1099s and other government…