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Payroll Year End
Procedures
for the Reporting to the MAX
Backup up all your data files and store them off-site or in a
fireproof container for your security.
- Print the following reports and file in a secure area:
History">
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Payroll Year End
Procedures
for the Reporting to the MAX
Backup up all your data files and store them off-site or in a
fireproof container for your security.
- Print the following reports and file in a secure area:
History, Earnings, Department, Benefits/Deductions, and 941 form.
- Print W-2 forms for all employees. First print a sample form
for one employee to make sure that everything lines up correctly. After the W-2s are
printed, double check the data for each employee.
- If you are not processing on the last day of the year, change
the system date to the last day of the year and the period to the last period of the year.
- Under End of Period Processing, run year to date on:
- Employee Master files -- to update the benefit/deduction
totals for each employee
- Profile codes -- to update the "code" information
(department, benefit/deduction, and shelters)
- History Files -- to update each employee's MTD, QTD, and YTD
totals. History Files also sets payroll up for the new year and rolls 5th quarter data
forward.
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(c) Copyright 2001 Reporting to the MAX including Point of Sale and Non-profit Versions. All other brand names are registered trademarks of their respective owners.
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