Year End Process 2025

Instructional Videos: 

10/10/2025 New Franchise Instructional Q&A 

1 – W2 Counts 

2 – Year-End Tax Forms Electronic Consent 

3 - Review W2's and 1099's 

4 - iSolved Print Utility Setup 

5 - iSolved Print Utility - Print W2s & 1099s 

Documents and Letters:

2025 Client Year End Processing Letter and Checklist 

2025 Service Bureau Year End Processing Letter and Checklist 

Payroll Vault - Print Utility Settings 

2025 Important Dates 

• • 12/31/2025 - Review Year-End Items before 12/31/2025
  • 1/2/2026 – Changes can be made through Friday, 1/2/2026

• • 1/5/2026 – Blackout period begins; no changes can be made as the tax team begins filing 
  • 1/17/2026 – 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. 
  • 1/23/2026 – W2, 1099 and ACA access date on ESS  
  • 2/1/2026 - Q4 Access Date to clients