Was this page helpful?
Thank you!

Comments or suggestions?


May we contact you? Although a personal response may not be provided, we value your feedback.
Privacy Policy

Enter Email Address (optional)
email

Year-end procedures

QuickBooks and Intuit have several resources to help you prepare for the new year.

To help you navigate those options and organize all your year-end tasks, Intuit provides:

  •  A Year End Guide/checklist within the QuickBooks product that provides information on:
    • What and how to reconcile.
    • How to make adjustments and corrections.
    • How to close your books.
    • How to run and print the reports you need.
    • And much more.
  • A Year-End Center for Intuit Payroll services that provides:
    • A checklist for the employee and payroll related tasks you need to complete.
    • A list of important dates related to payroll and year-end.
    • Access to FAQs and links to other resources.
    • Information on how to perform the necessary tasks.
    • Tax news and links to various IRS and state agency documents.

Open the links in the Detailed information below to learn how to access these resources.

Detailed Information
Year End Guide in QuickBooks

Use the QuickBooks Year-End Guide as a checklist to help you perform the most common tasks that you or your accountant may need to complete in the upcoming months. The activities detailed in the guide help ensure that your year-end transition is smooth.

  1. Open QuickBooks, then go to Help > Year-End Guide.

The guide is a checklist that provides links to the instructions and information that you may need for each item on the list.

  1. Click a link to view the information and display a list of other articles and resources that you may find helpful.

Note: When you click a link, two(2) In Product Help screens display  within your QuickBooks application. The screen on the left contains the information you selected and the screen on the right contains search results for other articles and resources that you may find useful.

 

 

Intuit Payroll Year End Center

The Intuit Payroll Year End Center provides:

  • A checklist for common year end tasks related to Payroll.
  • An easy to navigate list of recommended answers and resources for the most common year-end questions related to Payroll.
  • Quick access to tax law news and guides for the tax year ending 2012 and the tax year beginnning 2013 (for Federal and State agencies).
  • Information on 1099-MISC forms.
  • Information on Filscal Cliff impacts and federal payroll tax law changes.

 

 

Additional resources

Federal payroll tax law changes:

Additional info for 1099-MISC forms:

Note: general information on 1099/1096 forms can be found in the In Product Help in your version of QuickBooks.  These articles provide some useful additional information.

 

Closing your books:

If you choose to close your books as part of your year-end process, you may also find that this is a good time to upgrade your product and even start a new company file.  The resources below can help with those tasks.

If this information does not answer your question, you can read discussions and post messages and questions relating to your issue on the Intuit QuickBooks Community site for free. You can contact an agent for additional guidance. Fees may apply.

KB ID# INF12299
6/18/2013 12:30:05 AM
QYPPRDQBKSWS04 9102 Pro 2013 f9c693