Year End Reports (Payroll)

What reports should I run at year end?

After your final payroll of the year has been processed, run all Quarterly Reports first and confirm they are balanced, then run your Year End Reports for 401(k), W-2s, and ACA.

How do I run Quarterly Reports before year end?

Navigate to Payroll > Reports > Quarterly Reports and run each of the following reports in order:

1. Run the 941 report.
2. Run the State Withholding report.
3. Run the Local Withholding report.
4. Run the Worker's Compensation report.
5. Run the Quarterly Totals report.
6. Run the Unemployment/Insurance Deductions report.
   

    

   Confirm that all reports are balanced before proceeding to Year End reports.

How do I run Year End reports?

Navigate to Payroll > Reports > Year End and run each of the following reports in order:

1. Run reports for 401(k).
2. Run reports for W-2s.
3. Run reports for ACA.