December Newsletter

Year-End Projects

There is still time left to connect for any 2024 projects. Projects may include Validation Table clean-up, system optimization, cross-control standardization, and more.

I have a year-end project, Chad!

Final Holiday Schedule Review

It is time for one last look at your 2024 Holiday Schedule for Time & Attendance. Having an accurate schedule ensures employees are paid appropriately for holidays. As a reminder, Holiday Schedules are linked to Pay Classes so it is critical employees are assigned to the correct Pay Class.

Need help? I can create a report that cross-references Pay Class with other Workforce Now data fields to ensure employees are in the correct class. Once run, I provide an anomaly report to you. This allows you to focus on outlier data points and correct as needed.

Help Me With Year-End, Chad!

Year-End Action Items

Have you reviewed the Quarterly Tax Verification Letter (QVL)? Take the time to ensure all State/Local jurisdictions comply with guidelines and your Tax Identification Numbers are correct.
Do you have any missing state or local tax IDs? Need help getting started? Use ADP Registration Services!
Does your state require a Third-Party Administrator to be set up? If yes, remember to complete the setup process.
Have you reviewed your Masterfile and captured the required hours information for quarter-end reports?
Have you confirmed my payroll, management report, and General Ledger Interface schedules – as well as data purge options – so that everything processes at the right time? 
Has your Benefit Plan Administrator changed? Review your management reports to determine if you need to make any updates or request new report.
Have you verified employees’ addresses to ensure they receive Forms W-2/1099 at the right place?
Do you have any tax credits to report to ADP? In ADP SmartCompliance^®, click Report My Credit to ADP > Credit & Deferral Reports.

2023 ACA Filing

With 2023 ACA Filing deadlines quickly approaching, I wanted to share a few helpful and important reminders:

The option for Direct Mail of Forms 1095-C became available in ADP Workforce Now® on Friday, November 17, 2023.
ADP will begin transmitting Forms 1094-C to the IRS on Monday, January 15, 2024.
ADP will auto-approve all original Forms 1095-C & 1094-C** starting Thursday, January 18, 2024, at 6:01 p.m. ET.

The downloadable Essential ACA Year End Timeline is now available.

Want to Submit a “Print Hold” Request for Year-End Forms/Reports?

On the Year-End Dashboard, you can request a "Print Hold" to prevent ADP from printing your tax reports and Forms W-2/1099, allowing you time to preview the forms and make previous quarter adjustments to your payroll.

Here are two additional resources:

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