Year-End Checklists & Support
Year-end support, all in one place
Payroll, accounts payable, and ACA reporting all come due around the same time.
Find your checklist below, or reach out if you need a hand.
Pick your process
Payroll (W-2)
Close out payroll for the year.
Prepare and distribute W-2s.
File with the IRS and state, paper or electronicLink text.
View Payroll Checklist
Accounts Payable (1099)
Review vendor records for accuracy.
Prepare 1099-NEC and 1099-MISC forms.
File with the IRS, paper or electronic.
View AP Checklist
ACA (1095)
Confirm employee coverage data.
Prepare 1095-C and 1094-C forms.
File employee and federal copies on time.
View ACA ChecklistNeed help along the way?
Caselle customers get support, a knowledge base, and year-end webinars.
No ticket queue, just people who know the software.
Live support.
Call or email our team directly at support@caselle.com or 800-228-9851.
Knowledge base.
Step-by-step articles for each year-end process.
Webinars
Get Ready and Prep sessions each November. Details coming soon.
Prefer to hand it off?
If year-end is one more thing your team doesn't have time for, our back-office services team can take it off your hands.
That includes year-end payroll filing, and W-2 and 1099 reporting.
