QuickBooks Payroll for Standard, Enhanced & Basic

Let us help you through the busy year-end. Use this information to help prepare your tax forms, including your employees' W-2s, your federal Form 941, and state year-end forms and reports. Use this handy guide, along with the detailed how-to instructions within QuickBooks, to perform year-end closing in QuickBooks.

Step 1: Verify employee data Ensure that data that appears on your employees W-2's is correct. Names and social security numbers Retirement plan eligibility If any of the W-2 information for your employee is incorrect: Go to the Employee Center Click the Employees tab Double-click on the name of the employee to access the Personal Info tab Edit the name, address or social security number, as appropriate Click OK to save your changes If you use QuickBooks to do your tax forms. Re-run the form to see the changes. Review employee data in QuickBooks The end of the year is a good time to review employee information that can affect W-2 forms and, possibly, paychecks issued in the next tax year. Names, address, and social security numbers Retirement plan eligibility To review employee data in QuickBooks: 1. Go to the Employee Center. Make sure that the Employees tab is selected. 2. Click the arrow button next to the View drop-down list. 3. Review the names and social security numbers for any errors and omissions. 4. If you need to review additional details in your employee records, double-click the name of the employee and review the address and other personal information. 5. From the Change tabs drop-down list, click Pa