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Prepare year-end tax filings

Work through the year-end filing checklist to catch and resolve issues before your tax deadlines.

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Written by Alex Huang
  1. Go to Filing Preparation from the sidebar under Payroll.

  2. Review each item on the checklist. The system will flag anything that needs your attention — missing information, discrepancies, or unsigned authorizations.

  3. Resolve any flagged items by following the prompts. Some items may require updating employee records or company tax details.

  4. Once all items are resolved, confirm that your filings are ready for submission.

Note: Filing preparation is time-sensitive. Start reviewing the checklist well before year-end deadlines to avoid last-minute issues. Tax documents for employees are available under Documents.

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