Payroll Year-end Checklist
Print the Quarterly reports required for your site for the fourth quarter; include Federal and State quarterly reports.
Tip! You should have received the official Form 941 and Schedule B forms from the IRS. You may use the corresponding Caselle reports, see the previous list, to copy information to the federal forms. If you would like to print the information directly onto the official forms, contact customer service for instructions.
This is a list of the Quarterly reports:
1. Open Connect Payroll > Reports > [Insert Report Name].
See the list of Quarterly reports, shown above.
2. Verify the quarterly Date Range for the selected report.
How do I change the date range for quarterly reports?
3. Click Print (Ctrl+P) to print the report.
4. Repeat these steps to print the next Quarterly reports.
The Quarterly reports print. Set the quarterly reports aside. You’ll need them later.
Updated30Nov2017