Before you begin

• Complete and print all year-end and tax reports.
• Print your W-2 forms.
• Close December Payroll before making new-year changes.
• Create a copy of your company before closing the payroll year.

Update payroll taxes

After completing year-end reporting:

1. Install tax table updates.
2. Update your State Unemployment Insurance (SUI) and State Disability Insurance (SDI) rates.
3. Update your SDI, OASDI or SUI limit (if not included in the tax table update).

Review deductions and Other Pays

1. Review your deductions and Other Pays.
2. Verify each item has the correct taxable status.
3. Update deduction and Other Pay limits for the new year.
4. Confirm each item has the correct rate.

Review employee information

1. Select PR, Employees, Maintain Employees.
2. Review each employee's information.
3. Under Pay Info, verify the employee's pay rate.
4. Under Status, update filing status and W-4 information when needed.
5. Confirm deductions and Other Pays are active.
6. Verify deduction and Other Pay rates.

Review vacation and sick balances

1. Review each employee's vacation and sick balances.
2. Update starting hours for the new year when needed.
3. Review Vacation and sick time - Frequently Asked Questions (FAQ) for additional information.