FORBES

Employee End of the 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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