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Year-end checklist for QuickBooks Desktop Payroll Assisted

SOLVEDby QuickBooks22Updated November 16, 2023

Learn how you can wrap up this year’s payroll and prepare for the next with QuickBooks Desktop Payroll Assisted.

December and January are important months for every business. Whether it’s filing your taxes or sending out your employees’ W-2s, there are several things you need to get done.

Go over these important dates and tasks as you plan your year-end payroll work. And you can use the links to get steps or more info on anything you're wondering about.

November 7 through December 15, 2023

Preview your W-2s before they’re sent to the government and your employees. If you find an error, fix it and avoid a W-2C.

December 28, 2023

Run final payroll for 2023

Order year-end supplies

December 31, 2023

Before the first payroll of 2024

Invite your employees to view their W-2s online

Review and update employee information

Review and update company information

January 10, 2024

  • If you chose Self Print for your W-2 printing, W-2s will be available in Payroll Tax Center for printing and distribution.
  • If you choose Intuit Print for your W-2 forms, fees will start charging to your account.

January 16, 2024

  • If you choose Intuit Print, W-2 forms are mailed to employees by USPS from January 16 through January 31.

Before January 31, 2024

  • E-file your 1099s early so they can be processed and postmarked to your contractors byJanuary 31.

January 31, 2024

Prepare and file payroll tax forms and payments

February 28 and March 31, 2024

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