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Year-End QuickBooks Payroll Checklist for Accountants

This Article is from Intuit’s End of year Check list for QuickBooks Payroll. I like this article, because in our QuickBooks Training Classes we always discuss the year-end tasks as being one of the most crucial accounting tasks that concern the bookkeeper, the CPA (or Tax Preparer), and the business owner; since the most tax related topics come into fruition at this time.

Click here to download the PDF Checklist

Year-End QuickBooks Payroll Checklist for Accountants

  • Run Payroll Checkup (Employees > My Payroll Service > Run Payroll Checkup), and complete any missing or incorrect information detected.
  • Verify that total gross wages reported to the IRS agrees with total gross wages included in the Profit & Loss statement for the same calendar year.
  • Verify that company-paid payroll taxes reported to the IRS agrees with payroll tax expenses included in the current year Profit & Loss statement.
  • Review outstanding, uncleared paychecks that are not expected to clear the bank.
  • Review payroll liability payments not made with the correct QuickBooks transaction. Using your Intuit
  • QuickBooks Accountant or QuickBooks Enterprise Accountant software, from the menu bar, choose Accountant > Client Data Review > Find Incorrectly Paid Payroll Liabilities.
  • Review employee payroll defaults.
  • If you use QuickBooks Accountant or QuickBooks Enterprise Accountant:
    Launch Client Data Review (from the Accountant menu or Accountant Center) in the Cleanup Tasks, and review changes or additions to payroll items.

Additional Year-End Tasks QuickBooks and/or Payroll Tax Related:

  • Order year-end payroll reporting supplies.
  • Verify active employee payroll additions and deductions.
  • Request help preparing year-end bonus checks.
  • Verify that they have the proper mailing address and Social Security number for terminated employees.
  • Verify that employee benefits are being tracked properly for payroll processing.
  • Verify that employee wages, sick time, vacation hours, and employee loans payable balances are correct for the new calendar year.
  • Update their state unemployment and state disability insurance rates and other local taxes subject to rate.
  • Verify a vendor’s 1099-MISC income filing information (for non-employee payments).

Other Important Dates for Taxes:

  • January 31, 2013: Deadline to supply each employee a completed Form W-2, Wage and Tax Statement, and each
  • 1099 vendor a completed Form 1099
  • January 31, 2013: Deadline to file Form 941 for fourth quarter 2012
  • January 31, 2013: Deadline to file Form 943 and Form 944 for 2012
  • February 28, 2013: Deadline to file all the Forms 1099 you issued for 2012, along with Form 1096, Annual Summary and Transmittal of U.S. Information Returns (April 1, 2013, if you file electronically)

Considering Taking a QuickBooks Payroll Classes to review this data more in depth.


If you have any questions about QuickBooks Payroll Functions, you can reach me at:


Hector Garcia, RTRP

QuickBooks ProAdvisor & Registered Tax Return Preparer
QuickBooks Training Courses, South Florida


Hector Garcia

Hector Garcia

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