Audits should start early November…  so that you have enough time to fix before last payroll of the year.

• Create 2020 Payroll Calendar & Holiday Schedule
• Review W-2 Data (SSN, Address) before final print
• Complete a W-4 Audit, verifying state
• Complete a WC Code Classification Audit
• Complete a Job Title/Description Audit, ensure all EEs have one
• Create 2020 Payroll Tax Folders, Time keeping Folders, Payroll Report Folders
• Create 2020 401k Binder for payments, adjustments, letters from administrators
• Create 2020 WC Binder for payments, adjustments, letters, reclassifications
• Place Change of Address Forms on your company intranet & in lunchrooms
• Upload new Benefit data into your payroll system, run trial tests before 1st payroll
• Create 2020 Benefit Rate sheet (EE Cost, ER Cost, Cobra Cost)
• Enter Fringe Benefit data from A/P, 3rd Party Sick Pay Data, Gift Cards w/cash value
• Order Labor Law Posters for 2020
• Create Important Message Log for 2020 (Paystub message)
• Ensure 1095C Data is complete/accurate
• Submit requests to Payroll Service for any extra (Bonus) runs early
• Audit EE Locations for Worksite EDD Report
• Review Wage & Tax Reports & Fix before last payroll of the year
• Verify with Accounting Dept any updates to Department and GL numbers
• Update Self Service Forms, if needed
• Complete an I9 Audit
• Create 2020 tasks Calendar (Qtrly tax form filing, WS filing, Training, Safety, etc.)
• Review EE Handbook for updates