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Sage 50 US Year-end Center
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Sage 50 US Year-end Center

Get all the latest knowledge articles, videos, and online resources you need for year-end activities.
Sage 50 U.S. Year-End articles and checklists Payroll Year-End Checklist
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Table of Contents
  • Home: Sage 50 U.S. Year-end Articles
  • +Installation
  • +Payroll
  • +Product and Tax Update
  • +Reports and Tax Forms
  • e-File Articles and Information
  • +Year-End Activities
  • -Year-End Checklists
    • Closing the Fiscal/Payroll Year Recommendations
    • Financial Year-End Checklist
    • -Payroll Year-End Checklist
      • Step 1: Install the latest payroll tax service update
      • Step 2: Print Quarterly Payroll Reports
      • Step 3: Print or e-File Quarterly Forms
      • Step 4: Year-End Reports
      • Step 5: W-2/W-3 Forms
      • Step 6: Print or e-File Year-End State Forms
      • Step 7: Print or e-File Year-End 940/941 Federal Forms
      • Step 8: Print 1099/1096 Vendor Forms
    • Purging Unnecessary Data
  • Government links
  • Acts & Legislation

Payroll Year-End Checklist

Use this checklist to guide you through preparing your Year End payroll information.

This section has information about which payroll reports to run and how to process your Federal and State forms including the W-2/W-3, 940, 941, and 1099/1096 forms. 

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