Year End Process 2026
Please note that iSolved does not release year-end processing information until approximately October each year. Until that time, the resources on this page reflect the most current guidance available, but processes and procedures are subject to change once iSolved's official year-end updates are released. We will update this page as new information becomes available, so please check back regularly as we move closer to year-end.
Instructional Videos:
1 - Year-End Tax Forms Electronic Consent
4 - Year-End Management Dashboard
5 - Service Bureau Year-End Exceptions Report
7 - iSolved Print Utility Setup
8 - iSolved Print Utility - PrintW2s & 1099s
Note: iSolved Print utility is not compatible with MAC computers.
Documents and Letters:
2026 Franchise Year-End Processing Letter and Checklist
2026 Client Year-End Processing Letter and Checklist
W-2s & 1099s Printing Guidance
Year-End 2026 Important Dates:
- December 31, 2026 -
- All year-end items should be reviewed and completed prior to this date.
- January 1, 2027 -
- Clients able to view year-end forms including W2, 1099, and ACA (once approved by the tax team in iSolved)
- January 4, 2027 -
- Blackout period begins
- No changes can be made
- Tax team begins processing
- January 15, 2027
- Year End Billing will be billed 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.
- W2, 1099, and ACA access on ESS
- Client access to quarterly Forms
- Year End Billing will be billed with the first payroll processed on or after this date.