Year-End Checklist

Print this checklist and use it to assist you in completing your Year-end tasks.

•   PROCESS the last payroll for 2015

•   BACK UP your payroll data by selecting File > Back Up from the File menu.
  
  
  
  PRINT the following reports for 2015:

•   Pay History Detail report for 2015.

•   Pay History Summary report for 2015.

•   Any other custom reports you need.

•   INSTALL the new Tax Tables and any related program updates. Click on the button called "Check for Updates".

•   PROCESS all relevant federal (e.g., W2, 940, 941) and state payroll reports.

•   CLOSE OUT Payroll Year