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Welcome to the Sage HRMS Support Group on Community Hub! Available 24/7, the Forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
Sage HRMS Year-end Center U.S. Payroll Year-end check list
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  • Sage HRMS Year-end Center
  • Installation
  • +Payroll
  • Product and Tax Updates
  • Reports and Tax Forms
  • -Year-end Checklists
    • Attendance in Sage HRMS
    • +Canadian Payroll Year-end Checklist
    • -U.S. Payroll Year-end check list
      • Step 1: Download product update
      • Step 2: Update earnings, deductions and taxes
      • Step 3: Validate year-end reports and transaction history
      • Step 4: Review taxes and employee information
      • Step 5: Using Sage Payroll Tax Forms and eFiling by Aatrix
      • Step 6: Prepare for next year's payroll
    • Human Resources - Benefits Topics
  • Year-end Training: Sage University
  • U.S. Acts & Legislations

U.S. Payroll Year-end check list

Whether you are processing W-2 forms or installing the latest release, we want to ensure that you have easy access to all of the information and resources available. 

Use this checklist to guide you through preparing your year-end payroll information

This year-end checklist includes information about year-end payroll reports, and how to process your federal and state tax forms including W-2, W-3, 940, 941, 1099, and 1096 forms.

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