NOTE: Make the following changes after printing all year-end and tax reports and closing December. If necessary, create a copy of your company before closing the year.

Items to complete after printing your W-2s

• Install tax table updates 
• Update your State Unemployment Insurance (SUI) and State Disability Insurance (SDI) rates 
• Update your SDI, OASDI or SUI limit (if not included in the tax table update)
• Review deductions and other pays
  • Verify your deductions and your other pays to make sure they have the correct taxable status. The system allows changes to the taxable status when a deduction or pay has no year-to-date totals
  • Update the limits for the new year on any deductions or other pays
• Verify employee information in PR, Employees, Maintain Employees
  • Check the pay rate under Pay info
  • If necessary, update the Filing status and W-4 changes under Status
  • Confirm deductions and other pays are active and have the correct rate
  • Update vacation and sick pay starting hours. When you close your payroll year, any vacation or sick balances will roll over to the new year. For more information, view our Vacation and sick time - Frequently Asked Questions (FAQ)

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