Step 1d. Install the Payroll year end checklist (XML)

Payroll Year End Checklist

There are a few changes to the Payroll Year-end Checklist for 2024. You should delete the XML for prior Payroll Year-end Checklists. This will prevent you from accidentally working on the checklist from a prior year. And then you should download and install the Payroll Year-end Checklist XML for 2024.

Watch a video - Upload year-end checklist

First, delete XMLs for prior years.

From the console, click Checklists and Manage Checklists to delete the Payroll Year-end Checklist XMLs for the prior year(s). [More]

Second, install the XML for the current year.

Right-click on the link and then select Save Link As or Save Target As to save the XML to your computer.

2024 Payroll Year-end Checklist [XML] [PDF]

Related tasks

To add the new electronic checklist, see the help topic titled How do I import an electronic checklist?
To print the Payroll Year-end Checklist Instructions PDF, click here. This is a printer-friendly version.

202411, 2024Dec27