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, and 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
Accounts Payable (1099)
Review vendor records for accuracy
Prepare 1099-NEC and 1099-MISC forms
File with the IRS
Affordable Care Act (1095)
Confirm employee coverage data
Prepare 1095-C and 1094-C forms
File employee and federal copies on time
General Ledger
Complete closing entries for the fiscal year
Reconcile and carry forward balances
Generate year-end financial statements
Business License
Process license renewals
Send renewal notices
Close out the license year
Need help along the way?
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.
Support Webinars
Our support team holds Get Ready and Prep sessions each November. Keep an eye out in the Knowledge Base.
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.
