Intuit Payroll for Complete

Let us help you through the busy year-end. Use this information to help prepare your account for year-end processing, 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 Web Entry and PC Entry, to perform year-end closing activities.

Step 1: Verify employee data and Preview your W-2's Ensure that data that appears on your employees W-2's is correct. Names, addresses, and social security numbers Retirement plan eligibility Web Entry To preview employee W-2 information: Click the Reports tab -> select Special -> choose W-2 If any of the W-2 information for your employee is incorrect, you can fix it in Web Entry. To change employee information in Web Entry: Click the Employee tab Click the name of the employee to access the General Info tab Edit the name, address or social security number, as appropriate Click Save to save your changes If the employee's Social Security Number has been incorrect for more than one quarter contact Intuit Complete Payroll to request an amendment FAQs What can I do to help ensure employees W-2s are accurate? How do I verify my employees’ Social Security numbers? How do I change the name, address, or phone number of an employee? PC Entry To preview employee W-2 information: Click the Reports tab -> select Employee Reports -> choose Employee W2 Set Employee Number Range To 0-0 for All Employees Enter Year 2007 - > click Run Report - > click Yes If any of the W-2 information for your employee (name, address, social security number, etc.) is incorrect, you can fix it in PC Entry. To change employee information in PC Entry: From the Company Access Screen, click Access Employee Master. Double-click the appropriate employee name. Do one of the following: - To change a name or address, choose the Main / Tax Setup tab. - To change a phone number, choose the General Info tab. Make the necessary changes. To save, click the F10 disk icon located in the top left corner. If the employee's Social Security Number has been incorrect for more than one quarter, contact Intuit Complete Payroll to request an amendment FAQs What can I do to help ensure employees W-2s are accurate? How do I verify my employees’ Social Security numbers? How do I change the name, address, or phone number of an employee? Step 2: Verify Company information Confirm that all company and contact information is correct Company FEIN Company Legal Address Contact Name FAQs How do I change my company's federal employer tax identification number (FEIN)? How do I change the legal address of my company? How do I change the legal name of my company? Step 3: Verify wage and benefit information Confirm that all compensation and benefit types are correct, and that the withholding for each is correct Deferred compensation Group term life insurance Third party sick Pay Reimbursements State withholding FAQs What types of income need to be reported? What is Sub-S medical or S-Corp Medical and who is eligible for it? What is Group Term Life Insurance (GTLI) and how is it calculated? What is third party sick pay and how do I add it to my payroll information for reporting?