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 Sage CRE Forms. (www.sagecreforms.biz 800-760-7929) How?
p Decide whether you need to order ACA-related forms from Sage CRE Forms. How?
p Print and post all payroll checks with a check date in the closing calendar year.
p Review and update employee statuses. How? Watch it
p Perform a 5-3-7 Payroll Audit, and repair errors. How? Watch it
p Print payroll quarterly management reports, as usual.
p Reconcile payroll reports. How? Watch it
p Print payroll year-end management reports, as usual.
p Perform a 5-3-7 Payroll Audit again, and repair errors. How? Watch it
p Perform a Record Count for 5-2-2 Payroll Records, and note the count. How? Watch it
p Print the 5-1-2-41 Payroll Check Register Totals Page Report.
p Backup and verify two copies of your Sage 100 Contractor data. How? Watch it
p Close Payroll Year (5-3-8) How? Watch it
p Complete 7-4 Rebuild Indexes in the current company, using the option All Tables.
How? Watch it
p Verify payroll archive, using the 5-2-2 record count and the 5-1-2-41 report from steps above.
How? Watch it
p Change security in the archive company by changing the rights of all user groups in 7-3-1
Security Groups to No for Save, Delete, Void, Change Period, and Print Checks.
p Install the year-end tax and software update. How? Watch it
p Update payroll calculations in your current company folder. How? Watch it
p Enter and compute first payroll of the new year in your current company. (Only perform this task
after you have closed the year in Payroll and installed the year-end software update.)
p Produce W-2s and W-3s from your payroll archive company.. How? Watch it
p Produce ACA forms 1095-C/1094-C or forms 1095-B/1094-B, if needed, from your payroll
archive company. How?
p Print your Federal 941 from your payroll archive company. How?
p Produce Federal 940 from your payroll archive company. How?
p Produce State annual payroll reports from your payroll archive company. How?