Verify employee information securely
Ask employees to review their legal names and mailing addresses. Resolve identifier discrepancies through your provider’s secure process.
CAL PAYROLL CHECKLIST
Year-end payroll checklist
Start the year-end conversation with organized employee information, payroll records, and a clear list of questions.
Review year-to-date payroll
Compare payroll totals with your records. Flag missing payrolls, voids, corrections, or payments processed outside your regular payroll.
Gather final adjustments
Discuss bonuses, taxable benefits, third-party sick pay, and other applicable adjustments with your payroll and tax advisers.
Plan the final payroll
Confirm the final submission date, payday, funding, and holiday processing schedule. Ask how late corrections will be handled.
Agree on forms and responsibilities
Confirm who prepares, reviews, files, and distributes W-2s and any other required forms. Check official deadlines and employee delivery arrangements.
Prepare for the next year
Review the upcoming pay calendar, agency notices, rate changes, and record storage. Keep a list of unresolved questions for your provider.
A PERSON TO TURN TO
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