Tax year-end is an important milestone for local government finance teams. Most processes need to be completed by the end of January. Between payroll reporting, ACA preparation, and 1099 processing, accuracy and timing are essential. With the right prep and trusted tools, year-end does not have to feel overwhelming.
At Caselle, we are committed to helping you end January with confidence so you can meet requirements, support your employees and vendors, and start the new year on solid footing.
Compliancy is Key
Year-end ensures that employee and vendor information is accurate, complete, and ready for required reporting. It’s important to prepare your data to reduce corrections, avoid delays, and stay compliant with federal requirements. You also want to make sure forms are delivered accurately and on time.
No one wants last-minute deadlines looming. Starting early allows room for questions, review, and support.
Caselle Applications to Make Your Life Easier
While every organization’s responsibility may vary, tax year-end typically centers around the following Caselle modules.
Payroll
Payroll tax year-end includes balancing payroll totals, verifying employee information, and preparing W-2 forms and required tax reports. Caselle Payroll is designed to support accuracy throughout the year, making year-end processing more straightforward. Built-in reporting tools help you review earnings, deductions, and employer contributions so you can identify issues early and generate year-end forms with confidence.
ACA Reporting
For organizations using ACA functionality, tax year-end is the time to review employee eligibility, measurement periods and coverage information. Caselle’s ACA Reporting tools help streamline data tracking and reporting by keeping relevant information connected to payroll and employee records. This integration helps reduce manual entry and supports more accurate ACA form preparation.
Accounts Payable 1099 Processing
Accounts Payable tax year-end focuses on reviewing vendor records, verifying 1099 eligibility, and preparing 1099 forms for distribution. Caselle helps simplify 1099 processing by clearly tracking vendor payments and allowing you to review totals before forms are generated. Having this information readily available helps reduce errors and supports timely, accurate 1099 reporting.
Use Caselle’s Tax Year-End Resources
Do Not Wait Until the Deadline
Because many tax year-end processes must be finalized by the end of January, now is the time to finish reviewing your data and planning your workload. If you need additional assistance, Caselle’s support and training teams are available to help answer questions and guide you through the process.
Or call us directly: 800-243-8275
Or email us at support@caselle.com.
