Year-End Payroll Checklist (US)

☐  Confirm transaction type setup

      ☐  Add/review W2 box and label,

      ☐  Ensure transaction type is set up to include in ACA tracking

      ☐  Create Adobe electronic consent form and distribute to employees not yet                          consented

☐ Confirm you are receiving the weekly Avionté BOLD Bulletin

      ☐ Register HERE if you aren’t subscribed!

☐ Register for Year-End training webinar

      ☐  Add or update insurance plans as needed

      ☐  Add or update benefit packages as needed

☐ Review ACA Employers in the ACA Companion

      ☐ Add any new suppliers to the ACA Companion.

      ☐ Review ALE group and dates.

☐ Offering a self-insured plan? Learn about entering in dependents

      ☐  If missing declinations in the ACA Companion, learn about the                                                  ACA Declination Export option. 

      ☐ Need to determine the BNC? View IRS help

      ☐ Review BOLD Bulletin for Greenshades print and mail pricing

      ☐ Learn more about the Greenshades print & mail process.

      ☐ Resolve any errors

      ☐  Update minimum wage in Admin Tools

☐ Review your Tax IDs for accuracy and ensure none are missing

      ☐  Update/add Tax IDs in Admin Tools

☐ Update unemployment tax rates in Admin Tools

☐  Work with your Worker’s Comp provider to determine if rates will be updated

      ☐  Update WC rates in Admin Tools

☐  Prepare to distribute W-2s, 1095-Cs and/or 1099-NEC forms to your workers

      ☐ Run Get W2 Details AQ to estimate number of W-2s

      ☐ If printing in house, order paper. Avionté preferred partner: Nelco Solutions

☐  Prepare to audit your payroll and W-2 data

☐ Create a list of employees in various states with varying tax and benefit scenarios (401K, insurance benefits, etc.)

      ☐ Identify employees that worked in one state, or multiple states, had pre-tax                      deductions, were paid new transaction types, or pay types.

☐   Resolve any remaining ACA Companion sync errors

☐  Generate 1095-C forms and start to review

      ☐ Review forms for accuracy by running the Get Employee 1095-C Info AQ and                       reviewing codes (reminder, December won’t be populated yet)

☐   Determine final payroll date and check date and communicate internally.

      ☐ Process any final employee payments including bonuses, etc.

☐ Complete any final payroll adjustment or corrections             

      ☐ Resolve any errors

☐  Audit W-2 data utilizing Get W2 Details AQ

      ☐   Compare Form W-2 data to Taxes Summary AQ. Ensure totals match.

☐ Take the list of employees you created in December and audit those specific employee W-2s for accuracy.

      ☐ Review and verify all box totals on the W-2s.

      ☐  If not capturing employer contribution in Avionté, use the                                                        Healthcare Contribution Import

☐  Regenerate 1095-C forms and do a final 1095-C review/audit

      ☐ Use our code population guide to understand how the 1095-C codes are determined

      ☐  Use overrides as needed

      ☐ W-2s  ☐1095-C   ☐1099-NEC  ☐Other

      ☐ W-2s  ☐1095-C  ☐1099-NEC  ☐Other

      ☐ W-2s  ☐1095-C  ☐1099-NEC  ☐Other

      ☐  Create new transaction types as needed

      ☐  Create employee benefit plans where applicable

      ☐  Keep an eye on the BOLD Bulletin and AVI for notification of new templates