Each quarter, we have outlined important activities and deadlines to help you so you have less to worry about at the end of the year.
Quarter End Checklist
- Review employees’ information and verify wages, name, address and social security number are correct
- Review company information and verify tax IDs, address and email are correct
- Review and report SUI rate and other tax agency notice changes and report them to us
- Update any employee earnings or deductions
- Update any active or terminated employee information
- Add new employees.
- Review workers’ compensation changes.
- If applicable, make necessary changes to employee benefits
- Review time off benefits quarter to date amounts
- Review payroll changes, including: federal and state wage limits, tax agency rates via federal and state agencies, and earnings and deductions limits
- Review your payroll schedule and verify the last check date before the end of the quarter.
- Review employee’s taxable wages for accuracy and ensure they are listed properly as subject or exempt.
- If you are a new client, review the year to date report to ensure all wages for the year have been entered.
For help with items such as updating employee earnings, deductions, benefits, or processing payroll, see our Resource Center (blue question mark icon) located at the bottom right hand corner of your dashboard.