Year End Checklist Page

The Year End Checklist page lists all required payroll tasks and deadlines for year-end processing. The page helps ensure accurate employee W-2 preparation and correct year-end payroll results. Each task includes steps, due dates, and links to supporting documentation.

This page is for payroll managers and administrators who complete year-end payroll activities.

Navigation

The Year End Checklist page is accessible from the left navigation menu.

Navigate to Payroll.
In the left navigation menu, click 'Year End Checklist.'

Security

The following Permissions are associated with the Year End Checklist page:

Payroll
- Workforce Payroll
  - Year End
    - View Year End Module
    - Edit Year End Module

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

Year End Checklist Buttons and Fields

Field/Button

Description

Payroll Company Selector

Click to change the payroll company that the year end checklist is displayed for.

Filters the table for the entered text in the following columns:

Quick Actions

	Table Views	Save/edit table views.
	Filter	Filter column information.
	Columns	Rearrange table columns.
	Export	Export the table to a .csv file.
	Refresh	Refresh the table.

Learn more about working with Smart Grids.

Task Checkmark

Marks a task as complete or incomplete.

Task

Shows the task name and details, including steps and deadlines. Any blue text opens the related page or an R365 Support link.

Due Date

Shows the due date for completing the task. If a task is incomplete and the due date has passed, the date appears with an alert icon.

Completed By

Shows the user who marked the task complete and the timestamp of completion.

Required Year End Tasks

The Year End Checklist includes required tasks that have firm deadlines and must be completed to ensure accurate year-end payroll processing.

Task	2025 Deadline	Notes
Process Final Payroll of 2025	11 am MT on Dec 26, 2025	Earnings approved after the deadline received a 2026 pay date. These earnings will be paid in 2025 and will appear on 2025 tax documents.
Submit End-of-Year Payroll Adjustments	Any corrections for W-2s must be submitted to R365 Support by 12/31/25.	W-2 corrections submitted after 12/31/24 will require W-2C requests.