2020 Payroll Year-end Checklist

Follow the instructions to close the current payroll year. During this process, you'll verify the payroll information, print W-2s, and update the Payroll application for the next year. You don't have to wait until the new year to start verifying and balancing payroll, see the help topic titled How do I pre-balance Payroll Year-end Reports?

Current revision: The links to the 2019 Payroll Year-end Webinar will be replaced with the 2020 Payroll Year-end Webinar when the 2020 Payroll Year-end Webinar is published.

2020 Payroll Year-end Webinar

Watch the 2020 Payroll Year-end Webinar (1h48m) (MP4).

 

Payroll Year-end Checklist

Step 1: Before you get started

Step 2: Verify the pay code information

Step 3: Verify year-to-date information

Step 4: Verify employee information

Step 5: Verify leave time information

Step 6: Print W-2s

Step 7: Finishing up

 

Payroll Year-end Checklist XML (Electronic Checklist)

Right-click on the link and then select "Save Link As" or "Save Target As".

2020 Payroll Year-end Checklist (XML) (PDF)

 

202011, 2020Dec18

 

 

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