Employee End of the Year Checklist

Don't wait till tax season, make sure your employee's files are up to date by following these processes.

Employee End of Year Checklist
  • Confirm Employees’ Identifying Information (and that it\'s correct)

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  • Legal name

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  • Social Security number

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  • Address

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  • Prepare For Your Form W-2 Responsibilities

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  • Order forms

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  • Review records

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  • Pay attention to nuances (changes due to life events)

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  • Fill out forms

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  • Distribute to employees

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  • File Forms W-2 (and W-3) with the SSA and any state and local governments

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  • Check Employment Tax Rates And Wage Bases

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  • Keep an eye out for your new SUTA tax rate (your state will likely send this to you) and any wage base changes

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  • Pay attention to the new Social Security wage base

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  • Sneak a peek at the IRS’s federal income tax withholding tables

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  • Review Employee Benefits

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  • Accrued time off

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  • Retirement plan eligibility

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  • Insurance

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