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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.

  1. Go to Filing Preparation from the sidebar under Taxes.

  2. On Review company tax information, select Go. Check the taxpayer information for each jurisdiction, and select Edit to fix anything that is missing or wrong.

  3. On Preview tax returns, select Go. Pick a year to preview your employees' tax returns, or select Start download for all.

  4. On Reminders, select Go and work through the list. It covers your team's information, payrolls run outside of Freedom, and missing benefit data.

Note: Complete these steps by December 31. Tax return previews show a snapshot of your data that refreshes once a week. Your company's filed tax documents are under Documents.

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