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Year End Processes 2024

For 2024 Year End, there was a webinar held on 11/8/24, led by Sara Harris.  The entire video can be accessed below, as well as a Word document with an outline from the video listing the reports that Sara covered in the video. The same reports with more detailed instructions can be accessed using the word documents listed in the 2024 Letters and Guides Section. 

VIDEO:  2024 Year End Webinar – 11/8/2024 

Outline from Video 

VIDEO:  New Franchise Year End Process  - 11/15/24 

CLIENT VIDEO:  11/19/24 

NOTE:  Copy and paste the following URL into an email to share with your clients:   

Client Video - Preparing for Year End.mp4 

2024 Letters and Guides – Please Update as necessary before sharing with your Clients 

2024 Service Bureau Year End Processing Guide 

2024 Service Bureau Year End Processing Letter and Checklist 

2024 Client Year End Processing Letter and Checklist 

2024 Important Dates 

    • 12/31/2024 - Review Year-End Items before 12/31/2024 
    • 1/3/2025 – Changes can be made through Friday, 1/3/2024 
    • 1/6/2025 – Blackout period begins, no changes can be made as the tax team begins filing 
    • 1/17/2025 – Year End Billing will be billed once with the first payroll processed on or after this date.  
    • Note: The payroll flagged as last pay of the year must be processed for Year End Billing to take place. 
    • 1/25/2025 – W2, 1099 and ACA access date on ESS  
    • 2/1/2025 - Q4 Access Date to clients