--- title: "Year End Checklist Page" slug: "year-end-checklist" description: "Year End Checklist page — track required year-end payroll tasks, deadlines, and completion status with navigation and permissions." updated: 2025-11-20T19:56:37Z published: 2025-11-20T19:56:37Z canonical: "docs.restaurant365.com/year-end-checklist" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # 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.** 1. Navigate to **Payroll.** 2. In the left navigation menu, click '**Year End Checklist.**' ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-W09TD84T.png?sv=2026-02-06&spr=https&st=2026-10-29T20%3A25%3A24Z&se=2026-10-29T21%3A25%3A24Z&sr=c&sp=r&sig=B0mk%2FWIPua4o2m8v9KP8s19KNhCKrKgXI0QJd1Teefw%3D) --- ## **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](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-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](/doc/docs/user-setup-security-and-location-access). --- ## **Year End Checklist Buttons and Fields** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6SIAIBCI.png?sv=2026-02-06&spr=https&st=2026-10-29T20%3A25%3A24Z&se=2026-10-29T21%3A25%3A24Z&sr=c&sp=r&sig=B0mk%2FWIPua4o2m8v9KP8s19KNhCKrKgXI0QJd1Teefw%3D) | | **Field/Button** | **Description** | | --- | --- | --- | | **1** | Payroll Company Selector | Click to change the [**payroll company**](/doc/docs/workforce-setup-payroll-companies-and-payroll-clearing-settings) that the year end checklist is displayed for. | | **2** | Search | Filters the table for the entered text in the following columns: | | **3** | Quick Actions | \| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650929404.png?sv=2026-02-06&spr=https&st=2026-10-29T20%3A25%3A24Z&se=2026-10-29T21%3A25%3A24Z&sr=c&sp=r&sig=B0mk%2FWIPua4o2m8v9KP8s19KNhCKrKgXI0QJd1Teefw%3D) \| Table Views \| Save/edit table views. \| \| --- \| --- \| --- \| \| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650933334.png?sv=2026-02-06&spr=https&st=2026-10-29T20%3A25%3A24Z&se=2026-10-29T21%3A25%3A24Z&sr=c&sp=r&sig=B0mk%2FWIPua4o2m8v9KP8s19KNhCKrKgXI0QJd1Teefw%3D) \| Filter \| Filter column information. \| \| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650937142.png?sv=2026-02-06&spr=https&st=2026-10-29T20%3A25%3A24Z&se=2026-10-29T21%3A25%3A24Z&sr=c&sp=r&sig=B0mk%2FWIPua4o2m8v9KP8s19KNhCKrKgXI0QJd1Teefw%3D) \| Columns \| Rearrange table columns. \| \| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650941066.png?sv=2026-02-06&spr=https&st=2026-10-29T20%3A25%3A24Z&se=2026-10-29T21%3A25%3A24Z&sr=c&sp=r&sig=B0mk%2FWIPua4o2m8v9KP8s19KNhCKrKgXI0QJd1Teefw%3D) \| Export \| Export the table to a .csv file. \| \| ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650945879.png?sv=2026-02-06&spr=https&st=2026-10-29T20%3A25%3A24Z&se=2026-10-29T21%3A25%3A24Z&sr=c&sp=r&sig=B0mk%2FWIPua4o2m8v9KP8s19KNhCKrKgXI0QJd1Teefw%3D) \| Refresh \| Refresh the table. \| Learn more about [working with Smart Grids](/doc/docs/working-with-smart-grids). | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650929404.png?sv=2026-02-06&spr=https&st=2026-10-29T20%3A25%3A24Z&se=2026-10-29T21%3A25%3A24Z&sr=c&sp=r&sig=B0mk%2FWIPua4o2m8v9KP8s19KNhCKrKgXI0QJd1Teefw%3D) | Table Views | Save/edit table views. | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650933334.png?sv=2026-02-06&spr=https&st=2026-10-29T20%3A25%3A24Z&se=2026-10-29T21%3A25%3A24Z&sr=c&sp=r&sig=B0mk%2FWIPua4o2m8v9KP8s19KNhCKrKgXI0QJd1Teefw%3D) | Filter | Filter column information. | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650937142.png?sv=2026-02-06&spr=https&st=2026-10-29T20%3A25%3A24Z&se=2026-10-29T21%3A25%3A24Z&sr=c&sp=r&sig=B0mk%2FWIPua4o2m8v9KP8s19KNhCKrKgXI0QJd1Teefw%3D) | Columns | Rearrange table columns. | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650941066.png?sv=2026-02-06&spr=https&st=2026-10-29T20%3A25%3A24Z&se=2026-10-29T21%3A25%3A24Z&sr=c&sp=r&sig=B0mk%2FWIPua4o2m8v9KP8s19KNhCKrKgXI0QJd1Teefw%3D) | Export | Export the table to a .csv file. | | ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1720650945879.png?sv=2026-02-06&spr=https&st=2026-10-29T20%3A25%3A24Z&se=2026-10-29T21%3A25%3A24Z&sr=c&sp=r&sig=B0mk%2FWIPua4o2m8v9KP8s19KNhCKrKgXI0QJd1Teefw%3D) | Refresh | Refresh the table. | | **4** | Task Checkmark | Marks a task as complete or incomplete. | | **5** | Task | Shows the task name and details, including steps and deadlines. Any blue text opens the related page or an [R365 Support](/doc/docs/r365-support) link. | | **6** | 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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/year-end-checklist-image-w0v581b5.png?sv=2026-02-06&spr=https&st=2026-10-29T20%3A25%3A24Z&se=2026-10-29T21%3A25%3A24Z&sr=c&sp=r&sig=B0mk%2FWIPua4o2m8v9KP8s19KNhCKrKgXI0QJd1Teefw%3D) | | **7** | 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. | Access rights granted to users or user roles that dictate what actions they can perform within the system.