Year-End Payroll Preparation Guide

Get ready for year-end with our complete checklist covering W-2s, 1099s, tax reconciliation, and compliance deadlines. Follow this step-by-step guide to close the year smoothly and avoid costly corrections.

Year-End Payroll Checklist

Verify employee information, reconcile quarterly filings against annual totals, confirm benefit deductions, and review bonus and commission payments before final processing.

W-2 and 1099 Distribution

W-2 forms must be distributed to employees and filed with the SSA by January 31. Form 1099-NEC for independent contractors follows the same deadline. Start preparation in early December to avoid last-minute issues.

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