Year-End Dashboard (APS Payroll)

The Year-End Dashboard is where all Tax Forms can be accessed, reviewed, edited, and approved before the Key Deadlines. Status updates will display when forms are ready to be reviewed, printed, and more to ensure your Organization is on track for the January 12 deadline. To learn more about the review and distribution process for Employee Tax Forms, view the Tax Form Edits and Distribution training article.

Navigation

A screenshot of a computer Description automatically generated

A link to the Year-End Dashboard can be found from the Main Menu. Simply navigate to the 'Year End' Analytics Tile and click the big green 'Year-End Dashboard' button. This will open the dashboard.

Additionally, Users can view more information about Year-End via the 'Need Help? Start here!' Resources Alert at the bottom of this tile.

Year-End Dashboard

The Year-End Processing Dashboard is where all Tax forms can be reviewed, edited, and approved. Important dates are also listed from this dashboard to reinforce the need to process these forms by the designated Key Deadlines.

If there are no 1099s to process, the '1099' tile will not be visible.

Number	Button / Field Name	Description
1	Tax Form	The name of the tax form that needs to be reviewed and approved.
2	Forms Generated	The total number of forms generated for the corresponding tax form.
3	View Tax Form	Opens the corresponding employer tax form for review.
4	Form Status	Displays the current status of the tax forms: Ready for Review – Forms can be viewed and edited. In Production (Approved by [User]) – Forms can be viewed but not edited. Rejected by [User] – Forms cannot be edited. Ready to Print – Forms can be viewed and printed but not edited. Shipped on [Date] (Approved by [User]) – Forms have shipped and can be viewed but not edited. Ready for Pickup (Approved by [User]) – Forms are ready for pickup and can be viewed but not edited.
5	Review and Edit	Appears based on the form status. Allows review and editing of the tax form, if permitted.
6	Download PDF Copy for Review	Downloads a PDF version of all W-2s to support the review process.
7	Import Box 12 Code DD Amounts (Health)	Uploads aggregated health benefit amounts (employee and employer). If values were already entered in APS Payroll, uploading is not required. Uploading replaces all existing Box 12 Code DD values.
8	Approve / Reject	Approve sends forms for production after review. Reject flags issues and requires entering a detailed explanation of the errors.