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year-end payroll checklist

Review all employee records for accuracy and completeness

Verify all employee information is up to date, including addresses and Social Security numbers

Confirm all payroll data is accurate, including hours worked, wages earned, and deductions taken

Review all employee benefits information for accuracy

Confirm all benefits deductions are accurately reflected in payroll

Verify all employee contributions to retirement plans are up to date

Ensure all employee tax withholding information is accurate

Verify all payroll taxes have been calculated correctly

Prepare and distribute W-2 forms to employees by the deadline

Generate payroll reports for the entire year, including gross wages, deductions, and taxes

Reconcile payroll reports with general ledger accounts

Prepare any additional year-end payroll reports required by law or company policy

Verify compliance with all federal and state labor laws and regulations

Review payroll processes and procedures to ensure compliance with company policies

Conduct a thorough audit of payroll records to identify any potential errors or discrepancies

Review and address any outstanding payroll issues or discrepancies

Ensure all payroll records are securely stored and backed up

Develop a plan for improving payroll processes and procedures in the coming year

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