Quarter End Newsletter
The end of the first quarter is quickly approaching. It is time to make sure you are set up for a successful quarter-end.
File Cleanup
Quarter-End is the perfect time to ensure the following items have been completed:
  • Terminated Employees have been archived
  • Verify all USCIS Form I-9 is completed for all employees
  • Verify all leaves of absence are up-to-date including returns from leave
  • Verify all terminations are processed
Reporting
The following deadlines are creeping up on us. This list is not all-inclusive, so please make sure to check on company-specific reporting requirements.
  • Washington LNI: March 31, 2022
  • Nevada MBR: March 31, 2022
  • California Pay Data: April 1, 2022
  • EEO-1: May 17, 2022
  • Form 5500: July 31, 2022
Quarter-End Review & Checklist
Feature Heading
Please review the below information and links at the end of each quarter to help ensure a successful quarter end and ultimately a successful year end.
  • Schedule a meeting with your account manager to assist with any reporting needs
  • Adjust your payroll schedule for any banking holidays or office closures, if needed
  • Enter all manual checks and voids that should process in the current quarter.
  • Submit any SUI rate changes you have received
  • Enter third-party sick pay, if applicable
  • Enter taxable fringe benefits, if applicable
  • Review the Quarterly Tax Verification Letter to ensure the Company Level Information, Tax Features, Company Features and Filing Status Responsibility for all jurisdictions are correct
  • Review the Wage & Tax Register provided after the quarter has closed to verify employee tax and taxable totals (and schedule a previous quarter adjustment if needed
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